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 | $232,251 | $129,737+79.0% | $119,126+95.0% | $154,746+50.1% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 12.77% | 379.08%-366.3pp | 282.11%-269.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,438 | $4,375-67.1% | $4,034-64.4% | $4,379-67.2% |
| Participant deferral / active EE | $12,400 | $5,842+112.3% | $5,318+133.2% | $6,730+84.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |