Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,625 | $112,933-57.8% | $90,970-47.6% | $158,982-70.0% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 30.85% | 215.82%-185.0pp | 134.60%-103.7pp | 302.99%-272.1pp |
| Employer contribution / active EE | $1,168 | $2,893-59.6% | $2,122-44.9% | $4,763-75.5% |
| Participant deferral / active EE | $6,129 | $4,128+48.5% | $3,373+81.7% | $5,983+2.4% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |