Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $131,463 | $157,296-16.4% | $141,191-6.9% | $152,897-14.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 22.82% | 64.34%-41.5pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,930 | $5,262-63.3% | $4,736-59.3% | $4,764-59.5% |
| Participant deferral / active EE | $4,152 | $7,111-41.6% | $6,710-38.1% | $5,851-29.0% |
| Admin fee / account holder | $33 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |