Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $116,996 | $106,918+9.4% | $84,021+39.2% | $152,897-23.5% |
| Participation rate | 14.3% | 75.2%-61.0pp | 69.0%-54.7pp | 82.5%-68.2pp |
| Annual return | 12.47% | 105.01%-92.5pp | 71.32%-58.9pp | 345.43%-333.0pp |
| Employer contribution / active EE | $731 | $2,735-73.3% | $1,984-63.1% | $4,764-84.6% |
| Participant deferral / active EE | $4,662 | $4,012+16.2% | $3,239+43.9% | $5,851-20.3% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |