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 | $183,924 | $100,911+82.3% | $90,440+103.4% | $158,966+15.7% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.7pp | 82.0%-29.0pp |
| Annual return | 16.08% | 1726.62%-1710.5pp | 1294.38%-1278.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,239 | $3,690-39.3% | $3,263-31.4% | $4,762-53.0% |
| Participant deferral / active EE | $3,777 | $4,348-13.1% | $3,964-4.7% | $5,983-36.9% |
| Admin fee / account holder | $275 | $6,507-95.8% | $5,615-95.1% | $11,250-97.6% |