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 | $168,934 | $106,267+59.0% | $96,520+75.0% | $139,456+21.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 13.38% | 38.45%-25.1pp | 35.72%-22.3pp | 373.45%-360.1pp |
| Employer contribution / active EE | $2,563 | $4,105-37.6% | $3,739-31.4% | $4,753-46.1% |
| Participant deferral / active EE | $7,507 | $5,454+37.6% | $4,879+53.9% | $6,711+11.9% |
| Admin fee / account holder | $4 | $7,882-99.9% | $6,733-99.9% | $11,407-100.0% |