Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $75,569 | $162,136-53.4% | $152,301-50.4% | $154,746-51.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.97% | 91.02%-73.1pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,723 | $4,890-44.3% | $4,624-41.1% | $4,379-37.8% |
| Participant deferral / active EE | $2,953 | $8,341-64.6% | $8,004-63.1% | $6,730-56.1% |
| Admin fee / account holder | $104 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |