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 | $90,105 | $176,120-48.8% | $159,487-43.5% | $167,553-46.2% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 19.58% | 331.95%-312.4pp | 263.71%-244.1pp | 478.89%-459.3pp |
| Employer contribution / active EE | $6,000 | $5,299+13.2% | $4,831+24.2% | $4,840+24.0% |
| Participant deferral / active EE | $14,692 | $7,752+89.5% | $7,354+99.8% | $6,343+131.6% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |