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 | $230,807 | $150,447+53.4% | $136,298+69.3% | $147,586+56.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 19.76% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $10,005 | $5,256+90.3% | $4,696+113.1% | $4,876+105.2% |
| Participant deferral / active EE | $9,600 | $6,631+44.8% | $6,247+53.7% | $5,439+76.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |