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 | $106,836 | $124,425-14.1% | $112,040-4.6% | $137,256-22.2% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 41.56% | 24.72%+16.8pp | 24.52%+17.0pp | 220.34%-178.8pp |
| Employer contribution / active EE | $3,906 | $3,411+14.5% | $2,954+32.2% | $4,156-6.0% |
| Participant deferral / active EE | $4,828 | $5,718-15.6% | $5,098-5.3% | $6,407-24.6% |
| Admin fee / account holder | $280 | $15,207-98.2% | $12,098-97.7% | $12,270-97.7% |