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 | $113,818 | $202,342-43.7% | $172,752-34.1% | $152,897-25.6% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 25.72% | 1029.83%-1004.1pp | 802.97%-777.2pp | 345.43%-319.7pp |
| Employer contribution / active EE | $2,387 | $5,858-59.3% | $5,144-53.6% | $4,764-49.9% |
| Participant deferral / active EE | $3,692 | $5,948-37.9% | $5,198-29.0% | $5,851-36.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |