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 | $190,008 | $88,754+114.1% | $81,820+132.2% | $145,877+30.3% |
| Participation rate | 6.3% | 75.1%-68.8pp | 72.4%-66.1pp | 80.3%-74.1pp |
| Annual return | 111.02% | 1031.77%-920.7pp | 777.93%-666.9pp | 551.28%-440.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $98 | $8,424-98.8% | $7,391-98.7% | $13,402-99.3% |