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 | $119,320 | $96,643+23.5% | $86,617+37.8% | $139,456-14.4% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 14.39% | 106.57%-92.2pp | 591.91%-577.5pp | 373.45%-359.1pp |
| Employer contribution / active EE | $1,237 | $3,264-62.1% | $3,023-59.1% | $4,753-74.0% |
| Participant deferral / active EE | $3,225 | $4,835-33.3% | $4,437-27.3% | $6,711-51.9% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |