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 | $54,048 | $93,346-42.1% | $71,796-24.7% | $273,972-80.3% |
| Participation rate | 6.3% | 76.5%-70.3pp | 69.1%-62.9pp | 83.0%-76.8pp |
| Annual return | 1449.34% | 130.39%+1318.9pp | 78.04%+1371.3pp | 41.46%+1407.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,441 | $3,475-58.5% | $2,794-48.4% | $5,287-72.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |