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 | $109,021 | $114,013-4.4% | $103,693+5.1% | $155,188-29.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 13.78% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,035 | $3,131-66.9% | $2,920-64.6% | $4,248-75.6% |
| Participant deferral / active EE | $4,475 | $4,970-10.0% | $4,579-2.3% | $6,531-31.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |