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 | $134,491 | $109,411+22.9% | $89,435+50.4% | $158,982-15.4% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.0%-31.6pp | 82.0%-45.6pp |
| Annual return | 14.10% | 345.68%-331.6pp | 245.55%-231.5pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,892 | $4,600-58.9% | $3,890-51.4% | $5,983-68.4% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |