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 | $81,674 | $162,136-49.6% | $152,301-46.4% | $154,746-47.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 21.71% | 91.02%-69.3pp | 80.50%-58.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,265 | $4,890-74.1% | $4,624-72.6% | $4,379-71.1% |
| Participant deferral / active EE | $5,230 | $8,341-37.3% | $8,004-34.7% | $6,730-22.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |