Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,210 | $97,550+8.9% | $120,344-11.7% | $87,485+21.4% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.7%-76.7pp | 68.9%-68.9pp |
| Annual return | 24.84% | 18.41%+6.4pp | 20.30%+4.5pp | 26.06%-1.2pp |
| Employer contribution / active EE | $3,538 | $2,291+54.4% | $3,020+17.1% | $2,596+36.3% |
| Participant deferral / active EE | $6,594 | $4,230+55.9% | $5,135+28.4% | $4,274+54.3% |
| Admin fee / account holder | $189 | $9,543-98.0% | $12,742-98.5% | $7,775-97.6% |