Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,610 | $217,392-79.5% | $185,818-76.0% | $167,497-73.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.66% | 148.37%-138.7pp | 122.06%-112.4pp | 478.62%-469.0pp |
| Employer contribution / active EE | $13,647 | $5,873+132.4% | $5,168+164.1% | $4,838+182.1% |
| Participant deferral / active EE | $8,667 | $6,357+36.3% | $5,568+55.6% | $6,341+36.7% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |