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 | $153,800 | $159,978-3.9% | $147,041+4.6% | $145,978+5.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 12.10% | 98.36%-86.3pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,119 | $5,288-59.9% | $4,935-57.1% | $4,662-54.5% |
| Participant deferral / active EE | $3,603 | $8,429-57.3% | $8,071-55.4% | $6,690-46.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |