Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $66,167 | $76,368-13.4% | $67,681-2.2% | $154,746-57.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 24.90% | 1066.77%-1041.9pp | 590.58%-565.7pp | 172.34%-147.4pp |
| Employer contribution / active EE | $4,419 | $3,151+40.2% | $2,678+65.0% | $4,379+0.9% |
| Participant deferral / active EE | $4,686 | $4,824-2.9% | $3,976+17.9% | $6,730-30.4% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |