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 | $138,060 | $81,276+69.9% | $155,574-11.3% | $80,925+70.6% |
| Participation rate | 23.5% | 66.2%-42.7pp | 78.2%-54.7pp | 67.7%-44.1pp |
| Annual return | 16.47% | 33.36%-16.9pp | 64.87%-48.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,309 | $3,453+53.7% | $5,629-5.7% | $4,299+23.5% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |