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 | $189,703 | $148,582+27.7% | $135,942+39.5% | $139,456+36.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 13.64% | 79.26%-65.6pp | 68.28%-54.6pp | 373.45%-359.8pp |
| Employer contribution / active EE | $3,805 | $5,245-27.5% | $4,858-21.7% | $4,753-19.9% |
| Participant deferral / active EE | $9,696 | $8,101+19.7% | $7,759+25.0% | $6,711+44.5% |
| Admin fee / account holder | $32 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |