Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147,328 | $100,895+46.0% | $90,430+62.9% | $158,950-7.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 12.57% | 1725.54%-1713.0pp | 1293.73%-1281.2pp | 302.91%-290.3pp |
| Employer contribution / active EE | $5,173 | $3,689+40.2% | $3,262+58.6% | $4,762+8.6% |
| Participant deferral / active EE | $13,800 | $4,347+217.4% | $3,963+248.3% | $5,983+130.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |