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 | $96,867 | $107,353-9.8% | $92,903+4.3% | $152,885-36.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 23.78% | 145.62%-121.8pp | 109.43%-85.7pp | 345.39%-321.6pp |
| Employer contribution / active EE | $1,155 | $4,222-72.6% | $3,653-68.4% | $4,763-75.8% |
| Participant deferral / active EE | $2,374 | $4,848-51.0% | $4,238-44.0% | $5,851-59.4% |
| Admin fee / account holder | $17 | $7,081-99.8% | $5,795-99.7% | $11,598-99.9% |