Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $101,420 | $90,691+11.8% | $76,119+33.2% | $145,884-30.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 13.49% | 624.52%-611.0pp | 361.25%-347.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,846 | $3,329-14.5% | $2,693+5.7% | $4,662-39.0% |
| Participant deferral / active EE | $11,700 | $5,167+126.4% | $4,259+174.7% | $6,690+74.9% |
| Admin fee / account holder | $118 | $8,383-98.6% | $6,421-98.2% | $13,392-99.1% |