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 | $167,559 | $154,228+8.6% | $145,433+15.2% | $137,256+22.1% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 14.12% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,574 | $4,804-46.4% | $4,554-43.5% | $4,156-38.1% |
| Participant deferral / active EE | $8,307 | $8,216+1.1% | $7,897+5.2% | $6,407+29.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |