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 | $102,577 | $90,614+13.2% | $76,089+34.8% | $145,877-29.7% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 15.30% | 623.80%-608.5pp | 360.94%-345.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,975 | $3,324-40.6% | $2,690-26.6% | $4,663-57.6% |
| Participant deferral / active EE | $3,887 | $5,168-24.8% | $4,259-8.7% | $6,691-41.9% |
| Admin fee / account holder | $12 | $8,376-99.9% | $6,418-99.8% | $13,402-99.9% |