Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,144 | $99,011-39.3% | $86,582-30.5% | $147,586-59.2% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 22.57% | 1312.75%-1290.2pp | 965.08%-942.5pp | 578.59%-556.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,233 | $3,972-43.8% | $3,609-38.1% | $5,439-59.0% |
| Admin fee / account holder | $11 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |