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 | $190,538 | $103,008+85.0% | $90,304+111.0% | $152,897+24.6% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.5%-40.8pp |
| Annual return | 18.14% | 95.22%-77.1pp | 78.13%-60.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,619 | $3,139-48.4% | $2,855-43.3% | $4,764-66.0% |
| Participant deferral / active EE | $4,698 | $4,281+9.7% | $3,885+20.9% | $5,851-19.7% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |