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 | $230,196 | $103,008+123.5% | $90,304+154.9% | $152,897+50.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 21.75% | 95.22%-73.5pp | 78.13%-56.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $3,737 | $3,139+19.0% | $2,855+30.9% | $4,764-21.5% |
| Participant deferral / active EE | $8,292 | $4,281+93.7% | $3,885+113.4% | $5,851+41.7% |
| Admin fee / account holder | $253 | $6,175-95.9% | $5,354-95.3% | $11,599-97.8% |