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 | $148,954 | $135,645+9.8% | $110,243+35.1% | $135,380+10.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | 14.70% | 513.24%-498.5pp | 314.76%-300.1pp | 519.81%-505.1pp |
| Employer contribution / active EE | $1,572 | $4,907-68.0% | $3,827-58.9% | $4,779-67.1% |
| Participant deferral / active EE | $4,905 | $5,507-10.9% | $4,672+5.0% | $5,609-12.5% |
| Admin fee / account holder | $254 | $11,458-97.8% | $8,548-97.0% | $10,828-97.7% |