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 | $185,908 | $176,688+5.2% | $130,660+42.3% | $152,909+21.6% |
| Participation rate | 37.5% | 79.0%-41.5pp | 71.7%-34.2pp | 82.5%-45.0pp |
| Annual return | 19.32% | 2693.08%-2673.8pp | 1709.29%-1690.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $150 | $5,743-97.4% | $4,092-96.3% | $4,764-96.9% |
| Participant deferral / active EE | $213 | $4,362-95.1% | $3,603-94.1% | $5,851-96.4% |
| Admin fee / account holder | $5 | $7,131-99.9% | $5,463-99.9% | $11,601-100.0% |