Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $247,155 | $185,312+33.4% | $161,489+53.0% | $154,746+59.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 20.42% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,769 | $4,769-62.9% | $4,268-58.6% | $4,379-59.6% |
| Participant deferral / active EE | $8,167 | $6,350+28.6% | $5,630+45.1% | $6,730+21.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |