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 | $117,167 | $176,077-33.5% | $159,455-26.5% | $167,518-30.1% |
| Participation rate | 60.9% | 84.9%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 22.31% | 331.83%-309.5pp | 263.63%-241.3pp | 478.71%-456.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,393 | $7,751+21.2% | $7,353+27.7% | $6,342+48.1% |
| Admin fee / account holder | $75 | $12,556-99.4% | $10,800-99.3% | $12,312-99.4% |