Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $81,997 | $108,942-24.7% | $100,415-18.3% | $145,897-43.8% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 13.27% | 58.27%-45.0pp | 49.47%-36.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,135 | $4,422-74.3% | $3,943-71.2% | $4,663-75.7% |
| Participant deferral / active EE | $8,204 | $8,461-3.0% | $8,091+1.4% | $6,689+22.6% |
| Admin fee / account holder | $105 | $9,702-98.9% | $7,906-98.7% | $13,390-99.2% |