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 | $154,943 | $184,000-15.8% | $162,185-4.5% | $152,909+1.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 18.79% | 150.80%-132.0pp | 115.61%-96.8pp | 345.46%-326.7pp |
| Employer contribution / active EE | $6,000 | $6,370-5.8% | $5,613+6.9% | $4,764+25.9% |
| Participant deferral / active EE | $6,333 | $8,033-21.2% | $7,297-13.2% | $5,851+8.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |