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 | $121,243 | $198,457-38.9% | $170,435-28.9% | $147,586-17.8% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 12.62% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,841 | $6,183-70.2% | $5,432-66.1% | $4,876-62.3% |
| Participant deferral / active EE | $2,304 | $5,629-59.1% | $4,939-53.4% | $5,439-57.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |