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 | $133,077 | $77,962+70.7% | $178,540-25.5% | $80,935+64.4% |
| Participation rate | 39.5% | 65.7%-26.2pp | 77.1%-37.6pp | 67.7%-28.2pp |
| Annual return | 13.07% | 18.10%-5.0pp | 27.15%-14.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,327 | $2,280-41.8% | $3,953-66.4% | $2,757-51.9% |
| Participant deferral / active EE | $1,989 | $4,404-54.8% | $6,281-68.3% | $4,299-53.7% |
| Admin fee / account holder | $25 | $7,156-99.7% | $10,424-99.8% | $6,924-99.6% |