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 | $102,919 | $83,485+23.3% | $125,192-17.8% | $72,975+41.0% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.5%-17.8pp |
| Annual return | 20.88% | 25.77%-4.9pp | 43.79%-22.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,313 | $2,346-44.0% | $3,866-66.0% | $2,440-46.2% |
| Participant deferral / active EE | $3,449 | $3,586-3.8% | $4,937-30.1% | $3,608-4.4% |
| Admin fee / account holder | $30 | $5,518-99.5% | $9,704-99.7% | $5,124-99.4% |