Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,448 | $55,889+20.7% | $76,119-11.4% | $80,935-16.7% |
| Participation rate | 8.6% | 62.1%-53.4pp | 69.1%-60.5pp | 67.7%-59.0pp |
| Annual return | 14.47% | 20.58%-6.1pp | 361.25%-346.8pp | 35.66%-21.2pp |
| Employer contribution / active EE | $405 | $1,866-78.3% | $2,693-85.0% | $2,757-85.3% |
| Participant deferral / active EE | $1,075 | $3,051-64.8% | $4,259-74.8% | $4,299-75.0% |
| Admin fee / account holder | $83 | $5,241-98.4% | $6,421-98.7% | $6,924-98.8% |