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 | $219,995 | $90,486+143.1% | $78,676+179.6% | $273,972-19.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 10.82% | 75.62%-64.8pp | 62.19%-51.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,779 | $3,175-12.5% | $2,850-2.5% | $4,869-42.9% |
| Participant deferral / active EE | $10,737 | $3,901+175.2% | $3,517+205.3% | $5,287+103.1% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |