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 | $50,913 | $58,241-12.6% | $81,780-37.7% | $80,911-37.1% |
| Participation rate | 69.7% | 63.4%+6.3pp | 72.4%-2.7pp | 67.6%+2.0pp |
| Annual return | 3573.01% | 41.73%+3531.3pp | 776.27%+2796.7pp | 35.63%+3537.4pp |
| Employer contribution / active EE | $721 | $2,343-69.2% | $2,914-75.3% | $2,756-73.8% |
| Participant deferral / active EE | $1,228 | $3,283-62.6% | $4,321-71.6% | $4,297-71.4% |
| Admin fee / account holder | $202 | $4,973-95.9% | $7,384-97.3% | $6,935-97.1% |