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 | $114,026 | $102,663+11.1% | $86,216+32.3% | $139,466-18.2% |
| Participation rate | 58.8% | 74.5%-15.7pp | 69.0%-10.1pp | 80.3%-21.5pp |
| Annual return | 19.35% | 1924.52%-1905.2pp | 1169.42%-1150.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,243 | $3,035-26.1% | $2,382-5.8% | $4,754-52.8% |
| Participant deferral / active EE | $5,677 | $4,677+21.4% | $3,986+42.4% | $6,712-15.4% |
| Admin fee / account holder | $246 | $8,663-97.2% | $6,853-96.4% | $11,409-97.8% |