Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $214,309 | $102,938+108.2% | $94,105+127.7% | $138,895+54.3% |
| Participation rate | 57.1% | 74.6%-17.5pp | 71.9%-14.8pp | 79.9%-22.8pp |
| Annual return | 14.44% | 250.28%-235.8pp | 204.55%-190.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,785 | $2,732+38.5% | $2,504+51.1% | $4,194-9.8% |
| Participant deferral / active EE | $11,467 | $4,196+173.3% | $3,881+195.5% | $6,396+79.3% |
| Admin fee / account holder | $13 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |