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 | $116,393 | $197,625-41.1% | $177,840-34.6% | $158,966-26.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 20.56% | 58.76%-38.2pp | 48.32%-27.8pp | 302.95%-282.4pp |
| Employer contribution / active EE | $5,600 | $6,698-16.4% | $5,919-5.4% | $4,762+17.6% |
| Participant deferral / active EE | $9,500 | $8,405+13.0% | $7,714+23.2% | $5,983+58.8% |
| Admin fee / account holder | $15 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |