Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $89,863 | $160,070-43.9% | $147,117-38.9% | $145,897-38.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.92% | 98.69%-75.8pp | 420.54%-397.6pp | 552.29%-529.4pp |
| Employer contribution / active EE | $3,656 | $5,285-30.8% | $4,932-25.9% | $4,663-21.6% |
| Participant deferral / active EE | $9,925 | $8,419+17.9% | $8,065+23.1% | $6,689+48.4% |
| Admin fee / account holder | $1 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |