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 | $82,593 | $88,702-6.9% | $81,780+1.0% | $145,978-43.4% |
| Participation rate | 14.3% | 75.0%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 11.94% | 1029.12%-1017.2pp | 776.27%-764.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $468 | $3,084-84.8% | $2,914-83.9% | $4,662-90.0% |
| Participant deferral / active EE | $897 | $4,645-80.7% | $4,321-79.2% | $6,690-86.6% |
| Admin fee / account holder | $6 | $8,414-99.9% | $7,384-99.9% | $13,400-100.0% |