Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $91,801 | $160,040-42.6% | $147,096-37.6% | $145,877-37.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 36.18% | 98.49%-62.3pp | 419.75%-383.6pp | 551.28%-515.1pp |
| Employer contribution / active EE | $1,080 | $5,289-79.6% | $4,936-78.1% | $4,663-76.8% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,691+52.0% |
| Admin fee / account holder | $100 | $15,050-99.3% | $13,005-99.2% | $13,402-99.3% |