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 | $92,830 | $70,435+31.8% | $96,575-3.9% | $85,856+8.1% |
| Participation rate | 59.0% | 61.8%-2.8pp | 69.8%-10.8pp | 69.3%-10.3pp |
| Annual return | 20.93% | 18.59%+2.3pp | 37.79%-16.9pp | 318.58%-297.7pp |
| Employer contribution / active EE | $1,280 | $1,413-9.4% | $2,357-45.7% | $2,565-50.1% |
| Participant deferral / active EE | $2,606 | $2,894-10.0% | $3,849-32.3% | $3,952-34.1% |
| Admin fee / account holder | $258 | $4,997-94.8% | $6,182-95.8% | $6,261-95.9% |