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 | $172,162 | $144,130+19.4% | $117,861+46.1% | $147,586+16.7% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 14.82% | 531.20%-516.4pp | 335.11%-320.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,207 | $4,897-75.4% | $3,786-68.1% | $4,876-75.3% |
| Participant deferral / active EE | $4,056 | $5,316-23.7% | $4,482-9.5% | $5,439-25.4% |
| Admin fee / account holder | $243 | $10,887-97.8% | $8,021-97.0% | $10,886-97.8% |