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 | $78,561 | $115,814-32.2% | $101,275-22.4% | $158,982-50.6% |
| Participation rate | 43.8% | 79.4%-35.6pp | 75.8%-32.1pp | 82.0%-38.2pp |
| Annual return | 17.45% | 56.16%-38.7pp | 46.48%-29.0pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,836 | $4,176-56.0% | $3,660-49.8% | $4,763-61.5% |
| Participant deferral / active EE | $2,976 | $4,958-40.0% | $4,371-31.9% | $5,983-50.3% |
| Admin fee / account holder | $236 | $7,249-96.7% | $5,948-96.0% | $11,252-97.9% |