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 | $73,393 | $159,934-54.1% | $147,005-50.1% | $145,959-49.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.73% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $7,492 | $5,287+41.7% | $4,934+51.8% | $4,661+60.7% |
| Participant deferral / active EE | $12,620 | $8,427+49.8% | $8,070+56.4% | $6,689+88.7% |
| Admin fee / account holder | $158 | $15,053-98.9% | $13,006-98.8% | $13,398-98.8% |