Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $247,347 | $162,136+52.6% | $152,301+62.4% | $154,746+59.8% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 16.38% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $6,148 | $4,890+25.7% | $4,624+32.9% | $4,379+40.4% |
| Participant deferral / active EE | $5,326 | $8,341-36.1% | $8,004-33.5% | $6,730-20.9% |
| Admin fee / account holder | $19 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |