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 | $213,929 | $160,040+33.7% | $147,096+45.4% | $145,877+46.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 82.69% | 98.49%-15.8pp | 419.75%-337.1pp | 551.28%-468.6pp |
| Employer contribution / active EE | $10,151 | $5,289+91.9% | $4,936+105.7% | $4,663+117.7% |
| Participant deferral / active EE | $6,000 | $8,429-28.8% | $8,071-25.7% | $6,691-10.3% |
| Admin fee / account holder | $70 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |