Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,152 | $81,763-59.5% | $58,561-43.4% | $139,466-76.2% |
| Participation rate | 13.6% | 61.3%-47.7pp | 50.9%-37.2pp | 80.3%-66.7pp |
| Annual return | 75.12% | 7427.77%-7352.7pp | 4251.33%-4176.2pp | 373.66%-298.5pp |
| Employer contribution / active EE | $747 | $1,398-46.6% | $1,053-29.1% | $4,754-84.3% |
| Participant deferral / active EE | $2,747 | $2,555+7.5% | $1,923+42.8% | $6,712-59.1% |
| Admin fee / account holder | $76 | $3,273-97.7% | $2,520-97.0% | $11,409-99.3% |