Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $159,050 | $100,938+57.6% | $90,461+75.8% | $158,9820% |
| Participation rate | 17.6% | 75.0%-57.4pp | 72.7%-55.0pp | 82.0%-64.3pp |
| Annual return | 14.80% | 1727.20%-1712.4pp | 1294.76%-1280.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,948 | $4,350-55.2% | $3,964-50.9% | $5,983-67.5% |
| Admin fee / account holder | $60 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |