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 | $72,093 | $198,457-63.7% | $170,435-57.7% | $147,586-51.2% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 21.35% | 257.30%-236.0pp | 205.94%-184.6pp | 578.59%-557.2pp |
| Employer contribution / active EE | $1,402 | $6,183-77.3% | $5,432-74.2% | $4,876-71.3% |
| Participant deferral / active EE | $3,316 | $5,629-41.1% | $4,939-32.9% | $5,439-39.0% |
| Admin fee / account holder | $45 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |