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 | $121,823 | $96,388+26.4% | $80,627+51.1% | $139,466-12.7% |
| Participation rate | 61.1% | 73.6%-12.5pp | 67.0%-5.9pp | 80.3%-19.2pp |
| Annual return | 20.11% | 1352.08%-1332.0pp | 936.76%-916.7pp | 373.66%-353.6pp |
| Employer contribution / active EE | $7,012 | $3,260+115.1% | $2,723+157.5% | $4,754+47.5% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |