Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $110,261 | $96,678+14.0% | $86,640+27.3% | $139,466-20.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 20.26% | 106.69%-86.4pp | 592.52%-572.3pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,511 | $3,265-23.1% | $3,024-17.0% | $4,754-47.2% |
| Participant deferral / active EE | $10,200 | $4,837+110.9% | $4,438+129.8% | $6,712+52.0% |
| Admin fee / account holder | $70 | $6,410-98.9% | $5,616-98.8% | $11,409-99.4% |