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 | $72,839 | $153,769-52.6% | $133,975-45.6% | $273,972-73.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 17.23% | 36.51%-19.3pp | 29.29%-12.1pp | 41.46%-24.2pp |
| Employer contribution / active EE | $2,700 | $6,029-55.2% | $5,211-48.2% | $4,869-44.5% |
| Participant deferral / active EE | $9,600 | $6,958+38.0% | $6,282+52.8% | $5,287+81.6% |
| Admin fee / account holder | $215 | $11,765-98.2% | $9,324-97.7% | $10,133-97.9% |