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 | $37,567 | $138,076-72.8% | $123,553-69.6% | $135,380-72.3% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | 34.46% | 153.70%-119.2pp | 119.21%-84.7pp | 519.81%-485.3pp |
| Employer contribution / active EE | $2,270 | $5,152-55.9% | $4,628-51.0% | $4,779-52.5% |
| Participant deferral / active EE | $4,791 | $6,800-29.5% | $6,426-25.4% | $5,609-14.6% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |