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 | $76,819 | $209,428-63.3% | $178,498-57.0% | $158,950-51.7% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 20.93% | 188.78%-167.9pp | 151.09%-130.2pp | 302.91%-282.0pp |
| Employer contribution / active EE | $1,768 | $5,707-69.0% | $5,011-64.7% | $4,762-62.9% |
| Participant deferral / active EE | $8,882 | $5,955+49.2% | $5,202+70.7% | $5,983+48.5% |
| Admin fee / account holder | $19 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |