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 | $18,721 | $175,257-89.3% | $149,717-87.5% | $139,456-86.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 30.08% | 166.70%-136.6pp | 134.41%-104.3pp | 373.45%-343.4pp |
| Employer contribution / active EE | $1,260 | $5,477-77.0% | $4,820-73.9% | $4,753-73.5% |
| Participant deferral / active EE | $7,251 | $6,521+11.2% | $5,682+27.6% | $6,711+8.0% |
| Admin fee / account holder | $50 | $16,156-99.7% | $13,213-99.6% | $11,407-99.6% |