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 | $209,909 | $91,537+129.3% | $130,045+61.4% | $75,173+179.2% |
| Participation rate | 35.7% | 71.5%-35.7pp | 78.5%-42.8pp | 67.2%-31.5pp |
| Annual return | 13.49% | -631.55%+645.0pp | -137.30%+150.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $756 | $2,845-73.4% | $4,321-82.5% | $2,671-71.7% |
| Participant deferral / active EE | $2,766 | $4,343-36.3% | $5,820-52.5% | $4,126-33.0% |
| Admin fee / account holder | $20 | $6,780-99.7% | $10,600-99.8% | $5,651-99.7% |