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 | $82,819 | $156,963-47.2% | $121,204-31.7% | $139,466-40.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 320.27% | 1476.75%-1156.5pp | 987.18%-666.9pp | 373.66%-53.4pp |
| Employer contribution / active EE | $255 | $5,544-95.4% | $4,170-93.9% | $4,754-94.6% |
| Participant deferral / active EE | $381 | $4,848-92.1% | $4,083-90.7% | $6,712-94.3% |
| Admin fee / account holder | $208 | $6,953-97.0% | $5,651-96.3% | $11,409-98.2% |