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 | $58,607 | $183,592-68.1% | $155,567-62.3% | $145,959-59.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.94% | 61.24%-37.3pp | 64.74%-40.8pp | 561.95%-538.0pp |
| Employer contribution / active EE | $4,254 | $5,315-20.0% | $4,674-9.0% | $4,661-8.7% |
| Participant deferral / active EE | $15,167 | $6,464+134.6% | $5,628+169.5% | $6,689+126.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |