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 | $100,194+6.0% | $122,979-13.6% | $86,983+22.1% |
| Participation rate | 0.0% | 73.0%-73.0pp | 77.2%-77.2pp | 69.5%-69.5pp |
| Annual return | 24.84% | 16.47%+8.4pp | 20.12%+4.7pp | 25.83%-1.0pp |
| Employer contribution / active EE | $3,538 | $2,326+52.1% | $3,062+15.5% | $2,584+36.9% |
| Participant deferral / active EE | $6,594 | $4,133+59.5% | $5,003+31.8% | $4,194+57.2% |
| Admin fee / account holder | $189 | $10,148-98.1% | $12,864-98.5% | $7,856-97.6% |