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 | $142,029 | $84,236+68.6% | $170,435-16.7% | $70,126+102.5% |
| Participation rate | 69.1% | 70.8%-1.7pp | 83.6%-14.5pp | 69.5%-0.4pp |
| Annual return | 14.59% | 23.06%-8.5pp | 205.94%-191.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,263 | $3,387-62.7% | $5,432-76.8% | $2,343-46.1% |
| Participant deferral / active EE | $4,097 | $3,086+32.8% | $4,939-17.0% | $3,332+23.0% |
| Admin fee / account holder | $12 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |