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 | $177,051 | $154,228+14.8% | $145,433+21.7% | $137,256+29.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 28.68% | 74.59%-45.9pp | 66.58%-37.9pp | 220.34%-191.7pp |
| Employer contribution / active EE | $2,661 | $4,804-44.6% | $4,554-41.6% | $4,156-36.0% |
| Participant deferral / active EE | $14,126 | $8,216+71.9% | $7,897+78.9% | $6,407+120.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |