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 | $216,514 | $156,398+38.4% | $147,318+47.0% | $138,895+55.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.31% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,821 | $4,853-62.5% | $4,593-60.4% | $4,194-56.6% |
| Participant deferral / active EE | $7,852 | $8,237-4.7% | $7,906-0.7% | $6,396+22.8% |
| Admin fee / account holder | $62 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |