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 | $199,072 | $183,539+8.5% | $155,556+28.0% | $145,897+36.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 20.18% | 61.31%-41.1pp | 64.84%-44.7pp | 552.29%-532.1pp |
| Employer contribution / active EE | $2,676 | $5,315-49.7% | $4,675-42.8% | $4,663-42.6% |
| Participant deferral / active EE | $8,065 | $6,467+24.7% | $5,631+43.2% | $6,689+20.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |