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 | $83,857 | $104,953-20.1% | $84,637-0.9% | $152,909-45.2% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 23.14% | 373.94%-350.8pp | 258.82%-235.7pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,662 | $3,304-49.7% | $2,653-37.4% | $4,764-65.1% |
| Participant deferral / active EE | $6,430 | $4,691+37.1% | $3,900+64.9% | $5,851+9.9% |
| Admin fee / account holder | $41 | $6,244-99.3% | $4,914-99.2% | $11,601-99.6% |