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 | $159,934-42.6% | $147,005-37.6% | $145,959-37.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 36.18% | 98.24%-62.1pp | 418.76%-382.6pp | 561.95%-525.8pp |
| Employer contribution / active EE | $1,080 | $5,287-79.6% | $4,934-78.1% | $4,661-76.8% |
| Participant deferral / active EE | $10,167 | $8,427+20.6% | $8,070+26.0% | $6,689+52.0% |
| Admin fee / account holder | $100 | $15,053-99.3% | $13,006-99.2% | $13,398-99.3% |