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 | $85,817 | $96,419-11.0% | $80,648+6.4% | $139,487-38.5% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 21.27% | 1352.86%-1331.6pp | 937.21%-915.9pp | 373.84%-352.6pp |
| Employer contribution / active EE | $1,548 | $3,261-52.5% | $2,724-43.2% | $4,755-67.5% |
| Participant deferral / active EE | $3,744 | $5,225-28.3% | $4,443-15.7% | $6,713-44.2% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |