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 | $117,999 | $125,237-5.8% | $105,608+11.7% | $145,877-19.1% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 12.88% | 225.76%-212.9pp | 116.50%-103.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,273 | $3,720-65.8% | $3,167-59.8% | $4,663-72.7% |
| Participant deferral / active EE | $3,935 | $5,711-31.1% | $5,010-21.5% | $6,691-41.2% |
| Admin fee / account holder | $18 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |