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 | $70,482 | $166,131-57.6% | $164,975-57.3% | $145,877-51.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 25.34% | 100.37%-75.0pp | 70.12%-44.8pp | 551.28%-525.9pp |
| Employer contribution / active EE | $5,389 | $5,276+2.2% | $4,343+24.1% | $4,663+15.6% |
| Participant deferral / active EE | $7,357 | $6,962+5.7% | $6,033+21.9% | $6,691+10.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |