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 | $181,624 | $103,393+75.7% | $87,103+108.5% | $152,909+18.8% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.9%-39.4pp | 82.5%-45.0pp |
| Annual return | 27.27% | 28.10%-0.8pp | 28.19%-0.9pp | 345.46%-318.2pp |
| Employer contribution / active EE | $670 | $3,221-79.2% | $2,521-73.4% | $4,764-85.9% |
| Participant deferral / active EE | $6,250 | $4,778+30.8% | $4,049+54.4% | $5,851+6.8% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |