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 | $59,255 | $175,212-66.2% | $149,682-60.4% | $139,427-57.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.52% | 166.63%-138.1pp | 134.35%-105.8pp | 373.27%-344.8pp |
| Employer contribution / active EE | $1,820 | $5,475-66.8% | $4,818-62.2% | $4,752-61.7% |
| Participant deferral / active EE | $6,401 | $6,520-1.8% | $5,681+12.7% | $6,711-4.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |