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 | $153,113 | $124,425+23.1% | $112,040+36.7% | $137,256+11.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 12.68% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,054 | $3,411-69.1% | $2,954-64.3% | $4,156-74.6% |
| Participant deferral / active EE | $3,700 | $5,718-35.3% | $5,098-27.4% | $6,407-42.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |