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 | $72,789 | $102,422-28.9% | $147,117-50.5% | $80,959-10.1% |
| Participation rate | 44.8% | 75.9%-31.0pp | 82.2%-37.4pp | 67.7%-22.8pp |
| Annual return | 40.11% | 135.16%-95.1pp | 420.54%-380.4pp | 35.67%+4.4pp |
| Employer contribution / active EE | $2,169 | $3,717-41.7% | $4,932-56.0% | $2,757-21.3% |
| Participant deferral / active EE | $4,640 | $6,652-30.2% | $8,065-42.5% | $4,300+7.9% |
| Admin fee / account holder | $146 | $7,953-98.2% | $12,993-98.9% | $6,925-97.9% |