Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $128,571 | $107,733+19.3% | $92,985+38.3% | $154,746-16.9% |
| Participation rate | 55.6% | 74.6%-19.0pp | 69.5%-13.9pp | 80.7%-25.1pp |
| Annual return | 21.36% | 30.39%-9.0pp | 27.99%-6.6pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,263 | $3,126-27.6% | $2,662-15.0% | $4,379-48.3% |
| Participant deferral / active EE | $8,174 | $5,053+61.8% | $4,377+86.8% | $6,730+21.4% |
| Admin fee / account holder | $56 | $11,369-99.5% | $9,463-99.4% | $14,365-99.6% |