Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $185,324 | $100,125+85.1% | $81,482+127.4% | $145,978+27.0% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.5%-57.0pp | 80.3%-67.8pp |
| Annual return | 22.93% | 34.44%-11.5pp | 24.79%-1.9pp | 550.52%-527.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $124 | $8,198-98.5% | $5,761-97.8% | $13,400-99.1% |