Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $124,301 | $110,337+12.7% | $102,383+21.4% | $145,877-14.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.51% | 24.83%-11.3pp | 24.94%-11.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,412 | $4,216-66.5% | $3,870-63.5% | $4,663-69.7% |
| Participant deferral / active EE | $7,107 | $5,621+26.4% | $5,060+40.5% | $6,691+6.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |