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 | $46,446 | $104,937-55.7% | $84,628-45.1% | $152,897-69.6% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 24.13% | 373.88%-349.7pp | 258.80%-234.7pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,299 | $3,303-60.7% | $2,653-51.0% | $4,764-72.7% |
| Participant deferral / active EE | $4,254 | $4,690-9.3% | $3,900+9.1% | $5,851-27.3% |
| Admin fee / account holder | $118 | $6,243-98.1% | $4,914-97.6% | $11,599-99.0% |