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 | $59,121 | $175,231-66.3% | $149,696-60.5% | $139,466-57.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 26.26% | 166.77%-140.5pp | 134.46%-108.2pp | 373.66%-347.4pp |
| Employer contribution / active EE | $2,000 | $5,478-63.5% | $4,821-58.5% | $4,754-57.9% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $60 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |