Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $118,038 | $111,535+5.8% | $105,223+12.2% | $137,256-14.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 22.08% | 237.85%-215.8pp | 180.65%-158.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,161 | $3,939-45.2% | $3,689-41.4% | $4,156-48.0% |
| Participant deferral / active EE | $7,180 | $5,500+30.5% | $5,072+41.6% | $6,407+12.1% |
| Admin fee / account holder | $18 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |