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 | $50,222 | $201,370-75.1% | $184,256-72.7% | $145,897-65.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 29.82% | 29.05%+0.8pp | 28.85%+1.0pp | 552.29%-522.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,200 | $9,808-16.4% | $9,133-10.2% | $6,689+22.6% |
| Admin fee / account holder | $5 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |