Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,790 | $180,749-76.3% | $160,784-73.4% | $137,256-68.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 19.10% | 2234.46%-2215.4pp | 1803.92%-1784.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,353 | $4,155-67.5% | $3,733-63.8% | $4,156-67.5% |
| Participant deferral / active EE | $7,997 | $6,844+16.8% | $6,293+27.1% | $6,407+24.8% |
| Admin fee / account holder | $262 | $10,397-97.5% | $9,717-97.3% | $12,270-97.9% |