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 | $228,885 | $90,484+153.0% | $78,675+190.9% | $273,970-16.5% |
| Participation rate | 18.2% | 76.5%-58.3pp | 73.6%-55.4pp | 83.0%-64.8pp |
| Annual return | 7.90% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,475 | $3,175-53.5% | $2,850-48.2% | $4,869-69.7% |
| Participant deferral / active EE | $1,475 | $3,901-62.2% | $3,517-58.0% | $5,287-72.1% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |