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 | $201,445 | $102,595+96.3% | $94,057+114.2% | $154,746+30.2% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 13.87% | 583.42%-569.5pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,035 | $3,147+28.2% | $2,933+37.6% | $4,379-7.9% |
| Participant deferral / active EE | $7,905 | $5,118+54.5% | $4,709+67.9% | $6,730+17.5% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |