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 | $194,892 | $183,516+6.2% | $155,534+25.3% | $145,884+33.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 25.03% | 61.43%-36.4pp | 64.92%-39.9pp | 551.85%-526.8pp |
| Employer contribution / active EE | $3,137 | $5,315-41.0% | $4,675-32.9% | $4,662-32.7% |
| Participant deferral / active EE | $6,852 | $6,467+6.0% | $5,630+21.7% | $6,690+2.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |