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 | $83,306 | $185,883-55.2% | $170,043-51.0% | $139,466-40.3% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 24.99% | 60.54%-35.6pp | 53.40%-28.4pp | 373.66%-348.7pp |
| Employer contribution / active EE | $2,341 | $7,596-69.2% | $6,790-65.5% | $4,754-50.8% |
| Participant deferral / active EE | $6,863 | $11,626-41.0% | $10,410-34.1% | $6,712+2.2% |
| Admin fee / account holder | $164 | $15,393-98.9% | $12,824-98.7% | $11,409-98.6% |