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 | $106,580 | $185,883-42.7% | $170,043-37.3% | $139,466-23.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 13.30% | 60.54%-47.2pp | 53.40%-40.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $9,578 | $7,596+26.1% | $6,790+41.1% | $4,754+101.5% |
| Participant deferral / active EE | $5,940 | $11,626-48.9% | $10,410-42.9% | $6,712-11.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |