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 | $211,802 | $148,623+42.5% | $135,974+55.8% | $139,466+51.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 15.75% | 79.30%-63.5pp | 68.30%-52.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,971 | $5,246-62.4% | $4,859-59.4% | $4,754-58.5% |
| Participant deferral / active EE | $6,233 | $8,103-23.1% | $7,760-19.7% | $6,712-7.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |