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 | $80,665 | $150,447-46.4% | $136,298-40.8% | $147,586-45.3% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 17.91% | 1049.15%-1031.2pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,721 | $5,256-48.2% | $4,696-42.0% | $4,876-44.2% |
| Participant deferral / active EE | $7,625 | $6,631+15.0% | $6,247+22.1% | $5,439+40.2% |
| Admin fee / account holder | $52 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |