Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $155,396 | $76,368+103.5% | $67,681+129.6% | $154,746+0.4% |
| Participation rate | 20.0% | 79.0%-59.0pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 14.89% | 1066.77%-1051.9pp | 590.58%-575.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,600 | $3,151-49.2% | $2,678-40.3% | $4,379-63.5% |
| Participant deferral / active EE | $6,052 | $4,824+25.5% | $3,976+52.2% | $6,730-10.1% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |