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 | $83,935 | $80,812+3.9% | $160,784-47.8% | $82,448+1.8% |
| Participation rate | 64.3% | 66.2%-1.9pp | 77.0%-12.7pp | 68.1%-3.8pp |
| Annual return | 27.79% | 100.59%-72.8pp | 1803.92%-1776.1pp | 41.64%-13.8pp |
| Employer contribution / active EE | $1,671 | $2,174-23.1% | $3,733-55.2% | $2,551-34.5% |
| Participant deferral / active EE | $4,610 | $4,335+6.3% | $6,293-26.7% | $4,139+11.4% |
| Admin fee / account holder | $165 | $7,695-97.9% | $9,717-98.3% | $7,234-97.7% |