Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $206,894 | $109,411+89.1% | $89,435+131.3% | $158,982+30.1% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 32.22% | 345.68%-313.5pp | 245.55%-213.3pp | 302.99%-270.8pp |
| Employer contribution / active EE | $1,124 | $3,173-64.6% | $2,587-56.6% | $4,763-76.4% |
| Participant deferral / active EE | $7,961 | $4,600+73.1% | $3,890+104.6% | $5,983+33.0% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |