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 | $161,386 | $72,071+123.9% | $68,368+136.1% | $137,256+17.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 58.20% | 353.14%-294.9pp | 292.57%-234.4pp | 220.34%-162.1pp |
| Employer contribution / active EE | $1,115 | $2,788-60.0% | $2,649-57.9% | $4,156-73.2% |
| Participant deferral / active EE | $1,670 | $4,410-62.1% | $4,123-59.5% | $6,407-73.9% |
| Admin fee / account holder | $63 | $5,336-98.8% | $5,150-98.8% | $12,270-99.5% |