Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,117 | $104,709-83.7% | $85,705-80.0% | $167,553-89.8% |
| Participation rate | 52.4% | 76.4%-24.0pp | 69.9%-17.5pp | 82.1%-29.7pp |
| Annual return | 681.59% | 21.45%+660.1pp | 21.49%+660.1pp | 478.89%+202.7pp |
| Employer contribution / active EE | $3,661 | $3,338+9.7% | $2,619+39.8% | $4,840-24.4% |
| Participant deferral / active EE | $1,450 | $4,827-70.0% | $3,924-63.0% | $6,343-77.1% |
| Admin fee / account holder | $249 | $10,036-97.5% | $6,877-96.4% | $12,316-98.0% |