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 | $106,541 | $100,139+6.4% | $85,187+25.1% | $145,884-27.0% |
| Participation rate | 15.8% | 74.1%-58.3pp | 67.5%-51.7pp | 80.3%-64.5pp |
| Annual return | 18.20% | 84.15%-65.9pp | 66.67%-48.5pp | 551.85%-533.6pp |
| Employer contribution / active EE | $513 | $3,238-84.2% | $2,732-81.2% | $4,662-89.0% |
| Participant deferral / active EE | $2,736 | $5,296-48.3% | $4,525-39.5% | $6,690-59.1% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |