Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $108,507 | $148,623-27.0% | $135,974-20.2% | $139,466-22.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 13.29% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $13,516 | $5,246+157.6% | $4,859+178.2% | $4,754+184.3% |
| Participant deferral / active EE | $9,000 | $8,103+11.1% | $7,760+16.0% | $6,712+34.1% |
| Admin fee / account holder | $124 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |