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 | $108,882+87.5% | $96,754+111.0% | $154,746+31.9% |
| Participation rate | 27.3% | 75.1%-47.8pp | 70.3%-43.0pp | 80.7%-53.4pp |
| Annual return | 17.39% | 98.39%-81.0pp | 82.04%-64.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $838 | $3,018-72.2% | $2,679-68.7% | $4,379-80.9% |
| Participant deferral / active EE | $6,444 | $5,323+21.1% | $4,758+35.4% | $6,730-4.2% |
| Admin fee / account holder | $1 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |