Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $77,521 | $100,139-22.6% | $85,187-9.0% | $145,884-46.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.98% | 84.15%-75.2pp | 66.67%-57.7pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,500 | $3,238-53.7% | $2,732-45.1% | $4,662-67.8% |
| Participant deferral / active EE | $15,250 | $5,296+188.0% | $4,525+237.0% | $6,690+128.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |