Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,405 | $160,070-37.9% | $147,117-32.4% | $145,897-31.9% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 17.88% | 98.69%-80.8pp | 420.54%-402.7pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,565 | $5,285-70.4% | $4,932-68.3% | $4,663-66.4% |
| Participant deferral / active EE | $10,893 | $8,419+29.4% | $8,065+35.1% | $6,689+62.8% |
| Admin fee / account holder | $1 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |