Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,050 | $165,399-64.9% | $149,745-61.2% | $158,982-63.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 82.37% | 348.34%-266.0pp | 276.72%-194.4pp | 302.99%-220.6pp |
| Employer contribution / active EE | $4,000 | $5,105-21.6% | $4,646-13.9% | $4,763-16.0% |
| Participant deferral / active EE | $9,705 | $7,183+35.1% | $6,843+41.8% | $5,983+62.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |