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 | $102,803 | $29,319+250.6% | $52,425+96.1% | $82,448+24.7% |
| Participation rate | 38.1% | 46.9%-8.8pp | 55.6%-17.5pp | 68.1%-30.0pp |
| Annual return | 15.08% | 535.20%-520.1pp | 302.12%-287.0pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,190 | $586+102.9% | $914+30.1% | $2,551-53.4% |
| Participant deferral / active EE | $2,408 | $1,171+105.6% | $1,790+34.5% | $4,139-41.8% |
| Admin fee / account holder | $105 | $1,962-94.7% | $2,495-95.8% | $7,234-98.5% |