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 | $25,256 | $47,848-47.2% | $81,473-69.0% | $70,126-64.0% |
| Participation rate | 69.0% | 58.3%+10.7pp | 68.0%+1.0pp | 69.5%-0.6pp |
| Annual return | 21.08% | 27.25%-6.2pp | 38.78%-17.7pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,469 | $1,527+61.7% | $2,568-3.9% | $2,343+5.4% |
| Participant deferral / active EE | $4,774 | $2,453+94.6% | $3,537+35.0% | $3,332+43.3% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |