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 | $80,949 | $111,785-27.6% | $93,669-13.6% | $145,877-44.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.06% | 203.79%-190.7pp | 133.59%-120.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,851 | $3,096-40.2% | $2,424-23.6% | $4,663-60.3% |
| Participant deferral / active EE | $5,128 | $4,919+4.3% | $4,416+16.1% | $6,691-23.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |