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 | $122,001 | $69,248+76.2% | $64,101+90.3% | $139,466-12.5% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 20.59% | 45.95%-25.4pp | 33.72%-13.1pp | 373.66%-353.1pp |
| Employer contribution / active EE | $3,059 | $3,185-3.9% | $2,749+11.3% | $4,754-35.7% |
| Participant deferral / active EE | $7,951 | $4,682+69.8% | $3,881+104.9% | $6,712+18.5% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |