Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $120,971 | $150,412-19.6% | $120,574+0.3% | $145,884-17.1% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 15.07% | 154.50%-139.4pp | 107.42%-92.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,663 | $4,355-61.8% | $3,471-52.1% | $4,662-64.3% |
| Participant deferral / active EE | $5,797 | $6,175-6.1% | $4,996+16.0% | $6,690-13.4% |
| Admin fee / account holder | $17 | $12,224-99.9% | $9,445-99.8% | $13,392-99.9% |