Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $116,231 | $176,120-34.0% | $159,487-27.1% | $167,553-30.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 12.92% | 331.95%-319.0pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $3,629 | $5,299-31.5% | $4,831-24.9% | $4,840-25.0% |
| Participant deferral / active EE | $13,000 | $7,752+67.7% | $7,354+76.8% | $6,343+105.0% |
| Admin fee / account holder | $209 | $12,561-98.3% | $10,804-98.1% | $12,316-98.3% |