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 | $88,337 | $96,678-8.6% | $86,640+2.0% | $139,466-36.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 14.72% | 106.69%-92.0pp | 592.52%-577.8pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,023 | $3,265-68.7% | $3,024-66.2% | $4,754-78.5% |
| Participant deferral / active EE | $8,486 | $4,837+75.4% | $4,438+91.2% | $6,712+26.4% |
| Admin fee / account holder | $235 | $6,410-96.3% | $5,616-95.8% | $11,409-97.9% |