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 | $161,101 | $103,392+55.8% | $87,104+85.0% | $152,897+5.4% |
| Participation rate | 26.7% | 79.4%-52.7pp | 76.9%-50.2pp | 82.5%-55.8pp |
| Annual return | 24.34% | 28.10%-3.8pp | 28.19%-3.9pp | 345.43%-321.1pp |
| Employer contribution / active EE | $747 | $3,221-76.8% | $2,521-70.4% | $4,764-84.3% |
| Participant deferral / active EE | $1,600 | $4,778-66.5% | $4,048-60.5% | $5,851-72.7% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |