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 | $55,104 | $135,956-59.5% | $123,894-55.5% | $273,972-79.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 9.79% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,461 | $5,170-52.4% | $4,617-46.7% | $4,869-49.5% |
| Participant deferral / active EE | $4,453 | $6,343-29.8% | $5,984-25.6% | $5,287-15.8% |
| Admin fee / account holder | $260 | $9,817-97.4% | $8,357-96.9% | $10,133-97.4% |