Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $231,255 | $107,944+114.2% | $91,994+151.4% | $152,885+51.3% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 25.08% | 89.26%-64.2pp | 69.03%-43.9pp | 345.39%-320.3pp |
| Employer contribution / active EE | $800 | $4,210-81.0% | $3,452-76.8% | $4,763-83.2% |
| Participant deferral / active EE | $9,500 | $6,365+49.3% | $5,923+60.4% | $5,851+62.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |