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 | $81,415 | $209,422-61.1% | $178,503-54.4% | $158,982-48.8% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.86% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,783 | $5,707-51.2% | $5,011-44.5% | $4,763-41.6% |
| Participant deferral / active EE | $6,345 | $5,955+6.6% | $5,202+22.0% | $5,983+6.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |