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 | $195,374 | $183,592+6.4% | $155,567+25.6% | $145,959+33.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.99% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,553 | $5,315-52.0% | $4,674-45.4% | $4,661-45.2% |
| Participant deferral / active EE | $6,490 | $6,464+0.4% | $5,628+15.3% | $6,689-3.0% |
| Admin fee / account holder | $5 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |