Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $90,105 | $176,071-48.8% | $159,450-43.5% | $167,497-46.2% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 19.58% | 331.79%-312.2pp | 263.60%-244.0pp | 478.62%-459.0pp |
| Employer contribution / active EE | $6,000 | $5,298+13.3% | $4,830+24.2% | $4,838+24.0% |
| Participant deferral / active EE | $14,692 | $7,750+89.6% | $7,352+99.8% | $6,341+131.7% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |