Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $174,386 | $183,516-5.0% | $155,534+12.1% | $145,884+19.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 51.93% | 61.43%-9.5pp | 64.92%-13.0pp | 551.85%-499.9pp |
| Employer contribution / active EE | $3,709 | $5,315-30.2% | $4,675-20.7% | $4,662-20.4% |
| Participant deferral / active EE | $9,258 | $6,467+43.2% | $5,630+64.4% | $6,690+38.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |