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 | $237,693 | $99,652+138.5% | $78,778+201.7% | $147,586+61.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 10.89% | 47.28%-36.4pp | 35.62%-24.7pp | 578.59%-567.7pp |
| Employer contribution / active EE | $1,238 | $2,796-55.7% | $1,986-37.7% | $4,876-74.6% |
| Participant deferral / active EE | $4,964 | $3,664+35.5% | $2,958+67.8% | $5,439-8.7% |
| Admin fee / account holder | $236 | $7,155-96.7% | $5,134-95.4% | $10,886-97.8% |