Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,312 | $124,187-75.6% | $108,410-72.0% | $167,518-81.9% |
| Participation rate | 57.9% | 82.3%-24.4pp | 80.1%-22.2pp | 82.1%-24.2pp |
| Annual return | 24.76% | 1379.80%-1355.0pp | 905.34%-880.6pp | 478.71%-454.0pp |
| Employer contribution / active EE | $2,955 | $4,187-29.4% | $3,558-17.0% | $4,838-38.9% |
| Participant deferral / active EE | $8,497 | $6,908+23.0% | $6,562+29.5% | $6,342+34.0% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |