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 | $199,292 | $99,995+99.3% | $85,063+134.3% | $145,978+36.5% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 9.44% | 83.99%-74.5pp | 66.54%-57.1pp | 550.52%-541.1pp |
| Employer contribution / active EE | $744 | $3,231-77.0% | $2,727-72.7% | $4,662-84.0% |
| Participant deferral / active EE | $4,600 | $5,295-13.1% | $4,523+1.7% | $6,690-31.2% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |