Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $63,315 | $76,519-17.3% | $56,025+13.0% | $145,897-56.6% |
| Participation rate | 35.3% | 63.2%-27.9pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 13.02% | 3017.03%-3004.0pp | 1712.69%-1699.7pp | 552.29%-539.3pp |
| Employer contribution / active EE | $643 | $1,383-53.5% | $1,042-38.3% | $4,663-86.2% |
| Participant deferral / active EE | $3,203 | $2,624+22.0% | $1,955+63.9% | $6,689-52.1% |
| Admin fee / account holder | $1 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |