Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $78,399 | $148,623-47.3% | $135,974-42.3% | $139,466-43.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.04% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $23,417 | $5,246+346.3% | $4,859+381.9% | $4,754+392.6% |
| Participant deferral / active EE | $7,500 | $8,103-7.4% | $7,760-3.4% | $6,712+11.7% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |