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 | $126,087 | $209,425-39.8% | $178,499-29.4% | $158,966-20.7% |
| Participation rate | 22.2% | 86.4%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 33.21% | 188.80%-155.6pp | 151.10%-117.9pp | 302.95%-269.7pp |
| Employer contribution / active EE | $2,166 | $5,707-62.0% | $5,011-56.8% | $4,762-54.5% |
| Participant deferral / active EE | $3,335 | $5,955-44.0% | $5,202-35.9% | $5,983-44.3% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |