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 | $159,517 | $58,099+174.6% | $76,872+107.5% | $75,173+112.2% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 14.64% | 26.71%-12.1pp | 37.90%-23.3pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,614 | $1,996-19.1% | $2,533-36.3% | $2,671-39.6% |
| Participant deferral / active EE | $3,816 | $2,999+27.2% | $3,832-0.4% | $4,126-7.5% |
| Admin fee / account holder | $263 | $4,778-94.5% | $5,476-95.2% | $5,651-95.3% |