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 | $200,799 | $37,446+436.2% | $77,513+159.1% | $79,852+151.5% |
| Participation rate | 5.8% | 41.5%-35.8pp | 54.2%-48.4pp | 69.6%-63.9pp |
| Annual return | 25.88% | 39.76%-13.9pp | 54.81%-28.9pp | 31.72%-5.8pp |
| Employer contribution / active EE | $313 | $637-50.9% | $987-68.3% | $2,471-87.3% |
| Participant deferral / active EE | $1,388 | $1,261+10.1% | $1,861-25.4% | $3,740-62.9% |
| Admin fee / account holder | $20 | $2,506-99.2% | $2,859-99.3% | $5,306-99.6% |