Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,663 | $100,911-50.8% | $90,440-45.1% | $158,966-68.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 39.82% | 1726.62%-1686.8pp | 1294.38%-1254.6pp | 302.95%-263.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,000 | $4,348+199.0% | $3,964+228.0% | $5,983+117.3% |
| Admin fee / account holder | $90 | $6,507-98.6% | $5,615-98.4% | $11,250-99.2% |