Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $104,401 | $100,203+4.2% | $85,240+22.5% | $145,897-28.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 13.49% | 84.28%-70.8pp | 66.75%-53.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,992 | $3,242-7.7% | $2,735+9.4% | $4,663-35.8% |
| Participant deferral / active EE | $5,357 | $5,299+1.1% | $4,527+18.3% | $6,689-19.9% |
| Admin fee / account holder | $276 | $7,265-96.2% | $6,165-95.5% | $13,390-97.9% |