Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $73,560 | $55,713+32.0% | $75,894-3.1% | $72,983+0.8% |
| Participation rate | 56.3% | 61.1%-4.9pp | 69.3%-13.0pp | 69.5%-13.2pp |
| Annual return | 27.44% | 27.60%-0.2pp | 30.76%-3.3pp | 81.01%-53.6pp |
| Employer contribution / active EE | $3,968 | $1,687+135.2% | $2,501+58.7% | $2,440+62.6% |
| Participant deferral / active EE | $4,002 | $2,634+51.9% | $3,603+11.1% | $3,608+10.9% |
| Admin fee / account holder | $125 | $3,980-96.9% | $5,420-97.7% | $5,124-97.6% |