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 | $96,812 | $106,918-9.5% | $84,021+15.2% | $152,897-36.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 25.67% | 105.01%-79.3pp | 71.32%-45.6pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,070 | $2,735-60.9% | $1,984-46.1% | $4,764-77.5% |
| Participant deferral / active EE | $5,403 | $4,012+34.7% | $3,239+66.8% | $5,851-7.7% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |