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 | $97,853 | $135,956-28.0% | $123,894-21.0% | $273,972-64.3% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 8.47% | 56.63%-48.2pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,618 | $5,170-49.4% | $4,617-43.3% | $4,869-46.2% |
| Participant deferral / active EE | $4,981 | $6,343-21.5% | $5,984-16.8% | $5,287-5.8% |
| Admin fee / account holder | $105 | $9,817-98.9% | $8,357-98.7% | $10,133-99.0% |