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 | $198,521 | $175,231+13.3% | $149,696+32.6% | $139,466+42.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 53.20% | 166.77%-113.6pp | 134.46%-81.3pp | 373.66%-320.5pp |
| Employer contribution / active EE | $2,588 | $5,478-52.8% | $4,821-46.3% | $4,754-45.6% |
| Participant deferral / active EE | $13,125 | $6,521+101.3% | $5,682+131.0% | $6,712+95.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |