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 | $204,246 | $166,089+23.0% | $164,928+23.8% | $145,978+39.9% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 16.06% | 100.26%-84.2pp | 70.08%-54.0pp | 550.52%-534.5pp |
| Employer contribution / active EE | $3,680 | $5,276-30.2% | $4,343-15.3% | $4,662-21.1% |
| Participant deferral / active EE | $11,156 | $6,961+60.3% | $6,034+84.9% | $6,690+66.8% |
| Admin fee / account holder | $204 | $16,641-98.8% | $12,684-98.4% | $13,400-98.5% |