Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $157,357 | $76,608+105.4% | $56,077+180.6% | $145,877+7.9% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 5.44% | 3009.59%-3004.1pp | 1709.28%-1703.8pp | 551.28%-545.8pp |
| Employer contribution / active EE | $930 | $1,382-32.7% | $1,040-10.6% | $4,663-80.1% |
| Participant deferral / active EE | $4,393 | $2,624+67.4% | $1,954+124.8% | $6,691-34.3% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |