Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $117,914 | $96,691+21.9% | $86,656+36.1% | $139,487-15.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 20.65% | 106.87%-86.2pp | 593.09%-572.4pp | 373.84%-353.2pp |
| Employer contribution / active EE | $3,869 | $3,267+18.4% | $3,025+27.9% | $4,755-18.6% |
| Participant deferral / active EE | $9,869 | $4,838+104.0% | $4,439+122.3% | $6,713+47.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |