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 | $97,472 | $150,447-35.2% | $136,298-28.5% | $147,586-34.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.90% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $10,000 | $5,256+90.2% | $4,696+113.0% | $4,876+105.1% |
| Participant deferral / active EE | $18,000 | $6,631+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |