Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,761 | $156,970-77.9% | $121,210-71.3% | $139,487-75.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 21.03% | 1477.10%-1456.1pp | 987.41%-966.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $2,181 | $5,546-60.7% | $4,171-47.7% | $4,755-54.1% |
| Participant deferral / active EE | $4,970 | $4,849+2.5% | $4,084+21.7% | $6,713-26.0% |
| Admin fee / account holder | $229 | $6,947-96.7% | $5,647-95.9% | $11,407-98.0% |