Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,852 | $183,516-80.5% | $155,534-76.9% | $145,884-75.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 1314.02% | 61.43%+1252.6pp | 64.92%+1249.1pp | 551.85%+762.2pp |
| Employer contribution / active EE | $1,514 | $5,315-71.5% | $4,675-67.6% | $4,662-67.5% |
| Participant deferral / active EE | $3,701 | $6,467-42.8% | $5,630-34.3% | $6,690-44.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |