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 | $55,375 | $99,009-44.1% | $86,581-36.0% | $147,585-62.5% |
| Participation rate | 12.5% | 76.3%-63.8pp | 73.5%-61.0pp | 82.8%-70.3pp |
| Annual return | 20.95% | 1312.70%-1291.8pp | 965.06%-944.1pp | 578.58%-557.6pp |
| Employer contribution / active EE | $328 | $3,132-89.5% | $2,840-88.4% | $4,876-93.3% |
| Participant deferral / active EE | $897 | $3,972-77.4% | $3,609-75.2% | $5,439-83.5% |
| Admin fee / account holder | $20 | $5,709-99.6% | $4,904-99.6% | $10,886-99.8% |