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 | $229,504 | $123,155+86.4% | $108,753+111.0% | $155,188+47.9% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 15.34% | 44.73%-29.4pp | 37.47%-22.1pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,323 | $2,811-53.0% | $2,427-45.5% | $4,248-68.9% |
| Participant deferral / active EE | $2,498 | $4,623-46.0% | $4,115-39.3% | $6,531-61.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |