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 | $229,608 | $223,823+2.6% | $211,142+8.7% | $154,746+48.4% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 18.59% | 50.39%-31.8pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,252 | $6,787-66.8% | $6,442-65.0% | $4,379-48.6% |
| Participant deferral / active EE | $4,814 | $9,750-50.6% | $9,284-48.1% | $6,730-28.5% |
| Admin fee / account holder | $79 | $19,707-99.6% | $19,076-99.6% | $14,365-99.5% |