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 | $73,088 | $49,896+46.5% | $80,627-9.3% | $75,173-2.8% |
| Participation rate | 64.5% | 55.3%+9.2pp | 67.0%-2.5pp | 67.2%-2.7pp |
| Annual return | 25.93% | 34.67%-8.7pp | 936.76%-910.8pp | 160.72%-134.8pp |
| Employer contribution / active EE | $1,152 | $1,699-32.2% | $2,723-57.7% | $2,671-56.9% |
| Participant deferral / active EE | $2,978 | $2,992-0.5% | $4,443-33.0% | $4,126-27.8% |
| Admin fee / account holder | $119 | $3,578-96.7% | $5,381-97.8% | $5,651-97.9% |