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 | $181,609 | $96,678+87.8% | $86,640+109.6% | $139,466+30.2% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 16.49% | 106.69%-90.2pp | 592.52%-576.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,130 | $3,265-65.4% | $3,024-62.7% | $4,754-76.2% |
| Participant deferral / active EE | $4,375 | $4,837-9.5% | $4,438-1.4% | $6,712-34.8% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |