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 | $191,015 | $148,623+28.5% | $135,974+40.5% | $139,466+37.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 14.77% | 79.30%-64.5pp | 68.30%-53.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,319 | $5,246-55.8% | $4,859-52.3% | $4,754-51.2% |
| Participant deferral / active EE | $11,481 | $8,103+41.7% | $7,760+47.9% | $6,712+71.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |