Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $135,352 | $162,136-16.5% | $152,301-11.1% | $154,746-12.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 23.95% | 91.02%-67.1pp | 80.50%-56.6pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,800 | $4,890-63.2% | $4,624-61.1% | $4,379-58.9% |
| Participant deferral / active EE | $20,000 | $8,341+139.8% | $8,004+149.9% | $6,730+197.2% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |