Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $64,674 | $73,421-11.9% | $66,439-2.7% | $155,188-58.3% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 22.05% | 1382.37%-1360.3pp | 757.66%-735.6pp | 148.84%-126.8pp |
| Employer contribution / active EE | $1,955 | $3,039-35.7% | $2,637-25.8% | $4,248-54.0% |
| Participant deferral / active EE | $10,227 | $4,680+118.5% | $3,876+163.8% | $6,531+56.6% |
| Admin fee / account holder | $107 | $8,856-98.8% | $6,173-98.3% | $14,480-99.3% |