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 | $136,224 | $144,130-5.5% | $117,861+15.6% | $147,586-7.7% |
| Participation rate | 41.7% | 83.4%-41.8pp | 79.7%-38.0pp | 82.8%-41.2pp |
| Annual return | 17.87% | 531.20%-513.3pp | 335.11%-317.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $899 | $4,897-81.6% | $3,786-76.3% | $4,876-81.6% |
| Participant deferral / active EE | $5,695 | $5,316+7.1% | $4,482+27.1% | $5,439+4.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |