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 | $86,309 | $56,134+53.8% | $96,171-10.3% | $85,847+0.5% |
| Participation rate | 48.7% | 56.7%-8.0pp | 68.4%-19.7pp | 69.3%-20.6pp |
| Annual return | 19.11% | 42.30%-23.2pp | 192.04%-172.9pp | 318.61%-299.5pp |
| Employer contribution / active EE | $1,391 | $1,620-14.1% | $2,799-50.3% | $2,565-45.8% |
| Participant deferral / active EE | $2,645 | $2,858-7.5% | $4,350-39.2% | $3,952-33.1% |
| Admin fee / account holder | $29 | $3,769-99.2% | $5,538-99.5% | $6,261-99.5% |