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 | $73,436 | $103,008-28.7% | $90,304-18.7% | $152,897-52.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 16.56% | 95.22%-78.7pp | 78.13%-61.6pp | 345.43%-328.9pp |
| Employer contribution / active EE | $5,007 | $3,139+59.5% | $2,855+75.4% | $4,764+5.1% |
| Participant deferral / active EE | $6,706 | $4,281+56.6% | $3,885+72.6% | $5,851+14.6% |
| Admin fee / account holder | $20 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |