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 | $135,921 | $70,486+92.8% | $100,528+35.2% | $79,852+70.2% |
| Participation rate | 17.2% | 73.6%-56.4pp | 79.4%-62.2pp | 69.6%-52.4pp |
| Annual return | 14.88% | 21.90%-7.0pp | 30.90%-16.0pp | 31.72%-16.8pp |
| Employer contribution / active EE | $823 | $2,165-62.0% | $3,419-75.9% | $2,471-66.7% |
| Participant deferral / active EE | $2,718 | $5,182-47.5% | $6,271-56.7% | $3,740-27.3% |
| Admin fee / account holder | $215 | $4,480-95.2% | $8,084-97.3% | $5,306-95.9% |