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 | $125,985 | $172,111-26.8% | $150,298-16.2% | $137,256-8.2% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 20.53% | 69.37%-48.8pp | 62.79%-42.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,830 | $4,636-60.5% | $4,154-55.9% | $4,156-56.0% |
| Participant deferral / active EE | $5,271 | $6,166-14.5% | $5,453-3.3% | $6,407-17.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |