Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $156,175 | $185,312-15.7% | $161,489-3.3% | $154,746+0.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 12.85% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,683 | $4,769-43.8% | $4,268-37.2% | $4,379-38.7% |
| Participant deferral / active EE | $15,301 | $6,350+141.0% | $5,630+171.8% | $6,730+127.3% |
| Admin fee / account holder | $281 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |