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 | $222,353 | $86,940+155.8% | $102,434+117.1% | $80,935+174.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 16.68% | 18.89%-2.2pp | 29.46%-12.8pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,776 | $2,370-25.0% | $3,023-41.2% | $2,757-35.6% |
| Participant deferral / active EE | $5,273 | $4,121+27.9% | $5,055+4.3% | $4,299+22.6% |
| Admin fee / account holder | $16 | $8,047-99.8% | $9,462-99.8% | $6,924-99.8% |