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 | $174,709 | $90,530+93.0% | $76,030+129.8% | $145,897+19.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 28.36% | 625.08%-596.7pp | 361.54%-333.2pp | 552.29%-523.9pp |
| Employer contribution / active EE | $11,241 | $3,319+238.6% | $2,688+318.3% | $4,663+141.1% |
| Participant deferral / active EE | $12,719 | $5,164+146.3% | $4,257+198.8% | $6,689+90.1% |
| Admin fee / account holder | $26 | $8,383-99.7% | $6,421-99.6% | $13,390-99.8% |