Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $71,512 | $108,897-34.3% | $100,378-28.8% | $145,877-51.0% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 11.94% | 58.17%-46.2pp | 49.41%-37.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $687 | $4,420-84.4% | $3,942-82.6% | $4,663-85.3% |
| Participant deferral / active EE | $10,167 | $8,455+20.2% | $8,087+25.7% | $6,691+52.0% |
| Admin fee / account holder | $85 | $9,690-99.1% | $7,899-98.9% | $13,402-99.4% |