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 | $50,913 | $58,311-12.7% | $81,882-37.8% | $80,959-37.1% |
| Participation rate | 69.7% | 63.5%+6.2pp | 72.4%-2.7pp | 67.7%+2.0pp |
| Annual return | 3573.01% | 41.85%+3531.2pp | 779.47%+2793.5pp | 35.67%+3537.3pp |
| Employer contribution / active EE | $721 | $2,347-69.3% | $2,916-75.3% | $2,757-73.9% |
| Participant deferral / active EE | $1,228 | $3,287-62.6% | $4,323-71.6% | $4,300-71.4% |
| Admin fee / account holder | $202 | $4,752-95.8% | $7,360-97.3% | $6,925-97.1% |