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 | $202,982 | $152,612+33.0% | $125,192+62.1% | $152,897+32.8% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 25.78% | 54.85%-29.1pp | 43.79%-18.0pp | 345.43%-319.6pp |
| Employer contribution / active EE | $2,552 | $4,947-48.4% | $3,866-34.0% | $4,764-46.4% |
| Participant deferral / active EE | $4,582 | $5,868-21.9% | $4,937-7.2% | $5,851-21.7% |
| Admin fee / account holder | $66 | $13,437-99.5% | $9,704-99.3% | $11,599-99.4% |