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 | $229,043 | $183,627+24.7% | $155,602+47.2% | $145,978+56.9% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 11.08% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,004 | $5,316-62.3% | $4,675-57.1% | $4,662-57.0% |
| Participant deferral / active EE | $5,798 | $6,466-10.3% | $5,629+3.0% | $6,690-13.3% |
| Admin fee / account holder | $216 | $19,327-98.9% | $15,923-98.6% | $13,400-98.4% |