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 | $178,789 | $202,342-11.6% | $172,753+3.5% | $152,909+16.9% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 20.39% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,597 | $5,857-72.7% | $5,144-69.0% | $4,764-66.5% |
| Participant deferral / active EE | $7,488 | $5,948+25.9% | $5,198+44.1% | $5,851+28.0% |
| Admin fee / account holder | $228 | $17,112-98.7% | $13,956-98.4% | $11,601-98.0% |