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 | $102,028 | $160,070-36.3% | $147,117-30.6% | $145,897-30.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 16.92% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,812 | $5,285-65.7% | $4,932-63.3% | $4,663-61.1% |
| Participant deferral / active EE | $3,690 | $8,419-56.2% | $8,065-54.2% | $6,689-44.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |