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 | $92,155 | $165,381-44.3% | $149,730-38.5% | $158,966-42.0% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 20.84% | 348.29%-327.5pp | 276.70%-255.9pp | 302.95%-282.1pp |
| Employer contribution / active EE | $1,515 | $5,104-70.3% | $4,645-67.4% | $4,762-68.2% |
| Participant deferral / active EE | $4,574 | $7,182-36.3% | $6,843-33.2% | $5,983-23.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |