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 | $55,903 | $62,672-10.8% | $185,117-69.8% | $70,126-20.3% |
| Participation rate | 63.1% | 63.8%-0.7pp | 77.3%-14.2pp | 69.5%-6.5pp |
| Annual return | 17.88% | 40.79%-22.9pp | 40.50%-22.6pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,591 | $1,753+47.8% | $4,182-38.0% | $2,343+10.6% |
| Participant deferral / active EE | $4,599 | $3,272+40.6% | $5,045-8.8% | $3,332+38.0% |
| Admin fee / account holder | $146 | $3,932-96.3% | $8,159-98.2% | $4,645-96.9% |