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 | $121,208 | $181,896-33.4% | $156,551-22.6% | $273,972-55.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 39.98% | 30.74%+9.2pp | 32.23%+7.8pp | 41.46%-1.5pp |
| Employer contribution / active EE | $13,803 | $6,248+120.9% | $5,501+150.9% | $4,869+183.5% |
| Participant deferral / active EE | $11,440 | $5,550+106.1% | $4,871+134.8% | $5,287+116.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |