Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $241,341 | $102,609+135.2% | $98,090+146.0% | $138,895+73.8% |
| Participation rate | 62.5% | 82.8%-20.3pp | 81.5%-19.0pp | 79.9%-17.4pp |
| Annual return | 15.61% | 36.44%-20.8pp | 37.05%-21.4pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,745 | $3,867-54.9% | $3,606-51.6% | $4,194-58.4% |
| Participant deferral / active EE | $2,505 | $8,167-69.3% | $7,845-68.1% | $6,396-60.8% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |