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 | $114,376 | $109,872+4.1% | $98,483+16.1% | $167,536-31.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.43% | 1959.31%-1948.9pp | 1494.38%-1483.9pp | 478.82%-468.4pp |
| Employer contribution / active EE | $1,528 | $3,225-52.6% | $2,961-48.4% | $4,839-68.4% |
| Participant deferral / active EE | $5,570 | $4,673+19.2% | $4,276+30.2% | $6,342-12.2% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |