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 | $181,056 | $99,345+82.2% | $84,753+113.6% | $273,972-33.9% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.27% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $5,428 | $4,214+28.8% | $3,574+51.8% | $4,869+11.5% |
| Participant deferral / active EE | $5,000 | $4,270+17.1% | $3,712+34.7% | $5,287-5.4% |
| Admin fee / account holder | $45 | $6,645-99.3% | $5,333-99.2% | $10,133-99.6% |