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 | $152,048 | $121,701+24.9% | $104,639+45.3% | $158,982-4.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 18.43% | 465.72%-447.3pp | 340.67%-322.2pp | 302.99%-284.6pp |
| Employer contribution / active EE | $3,858 | $3,165+21.9% | $2,682+43.9% | $4,763-19.0% |
| Participant deferral / active EE | $6,500 | $4,176+55.7% | $3,738+73.9% | $5,983+8.6% |
| Admin fee / account holder | $13 | $7,778-99.8% | $6,465-99.8% | $11,252-99.9% |