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 | $68,573 | $150,446-54.4% | $136,297-49.7% | $147,585-53.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 25.01% | 1049.14%-1024.1pp | 5156.19%-5131.2pp | 578.58%-553.6pp |
| Employer contribution / active EE | $1,813 | $5,256-65.5% | $4,696-61.4% | $4,876-62.8% |
| Participant deferral / active EE | $8,597 | $6,631+29.7% | $6,247+37.6% | $5,439+58.1% |
| Admin fee / account holder | $114 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |