Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $148,782 | $29,736+400.3% | $56,033+165.5% | $80,935+83.8% |
| Participation rate | 19.4% | 41.7%-22.3pp | 52.5%-33.1pp | 67.7%-48.3pp |
| Annual return | 14.91% | 35.28%-20.4pp | 1711.38%-1696.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $876 | $671+30.5% | $1,041-15.8% | $2,757-68.2% |
| Participant deferral / active EE | $1,790 | $1,228+45.7% | $1,954-8.4% | $4,299-58.4% |
| Admin fee / account holder | $272 | $2,434-88.8% | $2,827-90.4% | $6,924-96.1% |