Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,079 | $157,276-68.2% | $141,177-64.5% | $152,885-67.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.13% | 64.33%-39.2pp | 71.40%-46.3pp | 345.39%-320.3pp |
| Employer contribution / active EE | $4,007 | $5,262-23.8% | $4,736-15.4% | $4,763-15.9% |
| Participant deferral / active EE | $9,001 | $7,110+26.6% | $6,710+34.1% | $5,851+53.8% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |