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 | $63,269 | $87,132-27.4% | $105,624-40.1% | $80,959-21.8% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.0pp | 67.7%+1.6pp |
| Annual return | 11.76% | 17.03%-5.3pp | 116.20%-104.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $909 | $2,397-62.1% | $3,168-71.3% | $2,757-67.0% |
| Participant deferral / active EE | $5,042 | $3,985+26.5% | $5,013+0.6% | $4,300+17.2% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |