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 | $217,793 | $134,817+61.5% | $123,973+75.7% | $155,188+40.3% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.7%-51.7pp | 80.8%-55.8pp |
| Annual return | 17.51% | 515.49%-498.0pp | 388.13%-370.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $960 | $4,425-78.3% | $4,126-76.7% | $4,248-77.4% |
| Participant deferral / active EE | $2,545 | $5,706-55.4% | $5,247-51.5% | $6,531-61.0% |
| Admin fee / account holder | $30 | $13,245-99.8% | $11,799-99.7% | $14,480-99.8% |