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 | $95,248 | $125,190-23.9% | $105,624-9.8% | $145,897-34.7% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 14.51% | 225.22%-210.7pp | 116.20%-101.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,873 | $3,720-49.6% | $3,168-40.9% | $4,663-59.8% |
| Participant deferral / active EE | $14,667 | $5,716+156.6% | $5,013+192.6% | $6,689+119.3% |
| Admin fee / account holder | $30 | $17,138-99.8% | $10,961-99.7% | $13,390-99.8% |