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 | $86,958 | $150,447-42.2% | $136,298-36.2% | $147,586-41.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 24.46% | 1049.15%-1024.7pp | 5156.27%-5131.8pp | 578.59%-554.1pp |
| Employer contribution / active EE | $1,773 | $5,256-66.3% | $4,696-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $16,000 | $6,631+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |