Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $222,517 | $228,395-2.6% | $185,861+19.7% | $158,982+40.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.23% | 40.82%-26.6pp | 35.96%-21.7pp | 302.99%-288.8pp |
| Employer contribution / active EE | $960 | $4,968-80.7% | $4,088-76.5% | $4,763-79.8% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |