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 | $50,026 | $202,342-75.3% | $172,752-71.0% | $152,897-67.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 27.53% | 1029.83%-1002.3pp | 802.97%-775.4pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,892 | $5,858-67.7% | $5,144-63.2% | $4,764-60.3% |
| Participant deferral / active EE | $4,919 | $5,948-17.3% | $5,198-5.4% | $5,851-15.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |