Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,763 | $27,936+146.1% | $58,561+17.4% | $75,173-8.5% |
| Participation rate | 5.5% | 38.8%-33.4pp | 50.9%-45.4pp | 67.2%-61.7pp |
| Annual return | 33.04% | 44.21%-11.2pp | 4251.33%-4218.3pp | 160.72%-127.7pp |
| Employer contribution / active EE | $556 | $670-16.9% | $1,053-47.2% | $2,671-79.2% |
| Participant deferral / active EE | $556 | $1,202-53.7% | $1,923-71.1% | $4,126-86.5% |
| Admin fee / account holder | $16 | $1,727-99.1% | $2,520-99.4% | $5,651-99.7% |