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 | $124,093 | $125,193-0.9% | $105,591+17.5% | $145,978-15.0% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 11.40% | 225.53%-214.1pp | 116.43%-105.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,623 | $3,718-56.4% | $3,166-48.7% | $4,662-65.2% |
| Participant deferral / active EE | $5,050 | $5,708-11.5% | $5,008+0.8% | $6,690-24.5% |
| Admin fee / account holder | $59 | $17,277-99.7% | $11,024-99.5% | $13,400-99.6% |