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 | $96,553 | $100,938-4.3% | $90,461+6.7% | $158,982-39.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 18.35% | 1727.20%-1708.9pp | 1294.76%-1276.4pp | 302.99%-284.6pp |
| Employer contribution / active EE | $497 | $3,691-86.5% | $3,264-84.8% | $4,763-89.6% |
| Participant deferral / active EE | $2,014 | $4,350-53.7% | $3,964-49.2% | $5,983-66.3% |
| Admin fee / account holder | $30 | $6,510-99.5% | $5,617-99.5% | $11,252-99.7% |