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 | $60,141 | $217,432-72.3% | $185,849-67.6% | $167,536-64.1% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 38.30% | 148.42%-110.1pp | 122.10%-83.8pp | 478.82%-440.5pp |
| Employer contribution / active EE | $5,157 | $5,875-12.2% | $5,169-0.2% | $4,839+6.6% |
| Participant deferral / active EE | $15,824 | $6,357+148.9% | $5,569+184.2% | $6,342+149.5% |
| Admin fee / account holder | $36 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |