Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,874 | $89,370-58.7% | $141,197-73.9% | $72,976-49.5% |
| Participation rate | 59.5% | 75.1%-15.6pp | 82.5%-23.0pp | 69.5%-10.0pp |
| Annual return | 60.33% | 111.88%-51.5pp | 71.41%-11.1pp | 81.02%-20.7pp |
| Employer contribution / active EE | $3,326 | $3,115+6.8% | $4,736-29.8% | $2,440+36.3% |
| Participant deferral / active EE | $7,613 | $5,419+40.5% | $6,710+13.4% | $3,608+111.0% |
| Admin fee / account holder | $186 | $5,957-96.9% | $10,265-98.2% | $5,124-96.4% |