Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,191 | $110,551-20.2% | $80,741+9.2% | $167,536-47.4% |
| Participation rate | 42.9% | 64.0%-21.1pp | 54.2%-11.3pp | 82.1%-39.3pp |
| Annual return | 28.58% | 120.57%-92.0pp | 87.30%-58.7pp | 478.82%-450.2pp |
| Employer contribution / active EE | $875 | $1,543-43.3% | $1,160-24.6% | $4,839-81.9% |
| Participant deferral / active EE | $3,593 | $2,870+25.2% | $2,145+67.5% | $6,342-43.4% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |