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 | $190,957 | $105,931+80.3% | $81,930+133.1% | $158,931+20.2% |
| Participation rate | 5.6% | 75.6%-70.1pp | 72.0%-66.4pp | 82.0%-76.4pp |
| Annual return | 26.52% | 38.17%-11.7pp | 29.49%-3.0pp | 302.86%-276.3pp |
| Employer contribution / active EE | $350 | $7,800-95.5% | $4,310-91.9% | $4,761-92.6% |
| Participant deferral / active EE | $1,021 | $13,003-92.2% | $7,107-85.6% | $5,982-82.9% |
| Admin fee / account holder | $262 | $8,489-96.9% | $5,158-94.9% | $11,247-97.7% |