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 | $34,168 | $136,307-74.9% | $106,619-68.0% | $273,972-87.5% |
| Participation rate | 61.1% | 84.8%-23.7pp | 78.0%-16.9pp | 83.0%-21.9pp |
| Annual return | 319.48% | 11.05%+308.4pp | 9.42%+310.1pp | 41.46%+278.0pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,281 | $4,969-54.1% | $3,930-41.9% | $5,287-56.8% |
| Admin fee / account holder | $277 | $8,625-96.8% | $6,418-95.7% | $10,133-97.3% |