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 | $216,544 | $198,457+9.1% | $170,435+27.1% | $147,586+46.7% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 19.00% | 257.30%-238.3pp | 205.94%-186.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,644 | $6,183-73.4% | $5,432-69.7% | $4,876-66.3% |
| Participant deferral / active EE | $5,780 | $5,629+2.7% | $4,939+17.0% | $5,439+6.3% |
| Admin fee / account holder | $226 | $16,852-98.7% | $13,881-98.4% | $10,886-97.9% |