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 | $37,661 | $88,815-57.6% | $81,882-54.0% | $145,897-74.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 16.09% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,004 | $3,086-35.1% | $2,916-31.3% | $4,663-57.0% |
| Participant deferral / active EE | $5,456 | $4,647+17.4% | $4,323+26.2% | $6,689-18.4% |
| Admin fee / account holder | $234 | $8,434-97.2% | $7,360-96.8% | $13,390-98.3% |