Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $67,073 | $72,071-6.9% | $68,368-1.9% | $137,256-51.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 22.34% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,444 | $2,788-12.3% | $2,649-7.7% | $4,156-41.2% |
| Participant deferral / active EE | $10,767 | $4,410+144.1% | $4,123+161.2% | $6,407+68.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |