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 | $111,456 | $124,175-10.2% | $108,405+2.8% | $167,536-33.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 13.15% | 1380.13%-1367.0pp | 905.55%-892.4pp | 478.82%-465.7pp |
| Employer contribution / active EE | $3,006 | $4,188-28.2% | $3,559-15.5% | $4,839-37.9% |
| Participant deferral / active EE | $17,333 | $6,908+150.9% | $6,563+164.1% | $6,342+173.3% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |