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 | $207,460 | $217,432-4.6% | $185,849+11.6% | $167,536+23.8% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 9.64% | 148.42%-138.8pp | 122.10%-112.5pp | 478.82%-469.2pp |
| Employer contribution / active EE | $3,280 | $5,875-44.2% | $5,169-36.5% | $4,839-32.2% |
| Participant deferral / active EE | $9,100 | $6,357+43.1% | $5,569+63.4% | $6,342+43.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |