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 | $119,159 | $73,546+62.0% | $63,018+89.1% | $147,586-19.3% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.8%-28.1pp | 82.8%-36.2pp |
| Annual return | 16.07% | 175.56%-159.5pp | 87.62%-71.6pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,265 | $3,324-31.9% | $2,761-18.0% | $4,876-53.6% |
| Participant deferral / active EE | $7,645 | $4,185+82.7% | $3,330+129.6% | $5,439+40.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |