Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $175,487 | $29,319+498.5% | $52,425+234.7% | $82,448+112.8% |
| Participation rate | 19.0% | 46.9%-27.8pp | 55.6%-36.6pp | 68.1%-49.0pp |
| Annual return | 56.65% | 535.20%-478.6pp | 302.12%-245.5pp | 41.64%+15.0pp |
| Employer contribution / active EE | $407 | $586-30.6% | $914-55.5% | $2,551-84.0% |
| Participant deferral / active EE | $2,182 | $1,171+86.2% | $1,790+21.8% | $4,139-47.3% |
| Admin fee / account holder | $112 | $1,962-94.3% | $2,495-95.5% | $7,234-98.5% |