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 | $185,674 | $166,020+11.8% | $164,866+12.6% | $145,959+27.2% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.6%-9.0pp | 80.3%-10.7pp |
| Annual return | 12.04% | 100.08%-88.0pp | 69.97%-57.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,635 | $5,275-69.0% | $4,343-62.4% | $4,661-64.9% |
| Participant deferral / active EE | $2,386 | $6,961-65.7% | $6,033-60.5% | $6,689-64.3% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |