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 | $195,314 | $129,737+50.5% | $119,126+64.0% | $154,746+26.2% |
| Participation rate | 36.4% | 78.9%-42.5pp | 75.8%-39.4pp | 80.7%-44.3pp |
| Annual return | 21.14% | 379.08%-357.9pp | 282.11%-261.0pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,455 | $4,375-43.9% | $4,034-39.1% | $4,379-43.9% |
| Participant deferral / active EE | $4,652 | $5,842-20.4% | $5,318-12.5% | $6,730-30.9% |
| Admin fee / account holder | $66 | $11,961-99.4% | $10,693-99.4% | $14,365-99.5% |