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 | $75,609 | $209,425-63.9% | $178,499-57.6% | $158,966-52.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 20.79% | 188.80%-168.0pp | 151.10%-130.3pp | 302.95%-282.2pp |
| Employer contribution / active EE | $1,680 | $5,707-70.6% | $5,011-66.5% | $4,762-64.7% |
| Participant deferral / active EE | $4,216 | $5,955-29.2% | $5,202-19.0% | $5,983-29.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |