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 | $242,751 | $176,077+37.9% | $159,455+52.2% | $167,518+44.9% |
| Participation rate | 53.8% | 84.9%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 14.22% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $2,377 | $5,298-55.1% | $4,830-50.8% | $4,838-50.9% |
| Participant deferral / active EE | $7,016 | $7,751-9.5% | $7,353-4.6% | $6,342+10.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |