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 | $131,817 | $127,387+3.5% | $115,038+14.6% | $125,389+5.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 7.66% | 31.28%-23.6pp | 26.14%-18.5pp | 282.24%-274.6pp |
| Employer contribution / active EE | $950 | $5,166-81.6% | $4,608-79.4% | $4,866-80.5% |
| Participant deferral / active EE | $6,000 | $6,423-6.6% | $6,026-0.4% | $5,352+12.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |