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 | $92,305 | $93,346-1.1% | $71,796+28.6% | $273,972-66.3% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 5.43% | 130.39%-125.0pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,103 | $2,733-23.1% | $1,924+9.3% | $4,869-56.8% |
| Participant deferral / active EE | $4,908 | $3,475+41.2% | $2,794+75.6% | $5,287-7.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |