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 | $23,116 | $81,668-71.7% | $58,507-60.5% | $139,487-83.4% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 309.96% | 7430.07%-7120.1pp | 4252.32%-3942.4pp | 373.84%-63.9pp |
| Employer contribution / active EE | $1,618 | $1,398+15.7% | $1,053+53.6% | $4,755-66.0% |
| Participant deferral / active EE | $5,465 | $2,554+114.0% | $1,922+184.3% | $6,713-18.6% |
| Admin fee / account holder | $170 | $3,212-94.7% | $2,486-93.2% | $11,407-98.5% |