Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $62,467 | $99,345-37.1% | $84,753-26.3% | $273,972-77.2% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 345.51% | 22.93%+322.6pp | 22.78%+322.7pp | 41.46%+304.1pp |
| Employer contribution / active EE | $1,805 | $4,214-57.2% | $3,574-49.5% | $4,869-62.9% |
| Participant deferral / active EE | $9,725 | $4,270+127.8% | $3,712+162.0% | $5,287+83.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |