Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $202,019 | $108,942+85.4% | $100,415+101.2% | $145,897+38.5% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.7pp | 80.3%-37.4pp |
| Annual return | 13.68% | 58.27%-44.6pp | 49.47%-35.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,649 | $4,422-40.1% | $3,943-32.8% | $4,663-43.2% |
| Participant deferral / active EE | $9,356 | $8,461+10.6% | $8,091+15.6% | $6,689+39.9% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |