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 | $57,861 | $150,447-61.5% | $136,298-57.5% | $147,586-60.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.67% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,279 | $5,256-75.7% | $4,696-72.8% | $4,876-73.8% |
| Participant deferral / active EE | $4,720 | $6,631-28.8% | $6,247-24.5% | $5,439-13.2% |
| Admin fee / account holder | $138 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |