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 | $242,153 | $106,905+126.5% | $84,020+188.2% | $152,885+58.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 46.46% | 105.00%-58.5pp | 71.31%-24.8pp | 345.39%-298.9pp |
| Employer contribution / active EE | $6,083 | $2,735+122.5% | $1,984+206.7% | $4,763+27.7% |
| Participant deferral / active EE | $5,603 | $4,012+39.7% | $3,239+73.0% | $5,851-4.2% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |