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 | $225,612 | $110,410+104.3% | $102,437+120.2% | $145,897+54.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.12% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $4,156 | $4,217-1.4% | $3,871+7.4% | $4,663-10.9% |
| Participant deferral / active EE | $3,030 | $5,622-46.1% | $5,060-40.1% | $6,689-54.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |