Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $220,676 | $76,608+188.1% | $56,077+293.5% | $145,877+51.3% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.2pp | 80.3%-72.0pp |
| Annual return | 23.19% | 3009.59%-2986.4pp | 1709.28%-1686.1pp | 551.28%-528.1pp |
| Employer contribution / active EE | $225 | $1,382-83.7% | $1,040-78.4% | $4,663-95.2% |
| Participant deferral / active EE | $2,638 | $2,624+0.5% | $1,954+35.0% | $6,691-60.6% |
| Admin fee / account holder | $20 | $3,325-99.4% | $2,825-99.3% | $13,402-99.9% |