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 | $71,568 | $217,432-67.1% | $185,849-61.5% | $167,536-57.3% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.54% | 148.42%-135.9pp | 122.10%-109.6pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,278 | $5,875-78.3% | $5,169-75.3% | $4,839-73.6% |
| Participant deferral / active EE | $5,733 | $6,357-9.8% | $5,569+2.9% | $6,342-9.6% |
| Admin fee / account holder | $25 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |