Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $204,139 | $97,125+110.2% | $86,233+136.7% | $137,256+48.7% |
| Participation rate | 27.3% | 74.2%-46.9pp | 69.0%-41.7pp | 80.0%-52.7pp |
| Annual return | 17.39% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $838 | $2,841-70.5% | $2,504-66.5% | $4,156-79.8% |
| Participant deferral / active EE | $6,444 | $5,180+24.4% | $4,559+41.4% | $6,407+0.6% |
| Admin fee / account holder | $1 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |