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 | $164,761 | $183,627-10.3% | $155,602+5.9% | $145,978+12.9% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 18.95% | 61.32%-42.4pp | 64.81%-45.9pp | 550.52%-531.6pp |
| Employer contribution / active EE | $1,747 | $5,316-67.1% | $4,675-62.6% | $4,662-62.5% |
| Participant deferral / active EE | $5,906 | $6,466-8.6% | $5,629+4.9% | $6,690-11.7% |
| Admin fee / account holder | $164 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |