Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $229,728 | $183,988+24.9% | $162,177+41.7% | $152,897+50.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 22.93% | 150.79%-127.9pp | 115.60%-92.7pp | 345.43%-322.5pp |
| Employer contribution / active EE | $3,120 | $6,370-51.0% | $5,613-44.4% | $4,764-34.5% |
| Participant deferral / active EE | $12,000 | $8,032+49.4% | $7,297+64.5% | $5,851+105.1% |
| Admin fee / account holder | $83 | $13,123-99.4% | $10,843-99.2% | $11,599-99.3% |