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 | $122,657 | $58,493+109.7% | $84,021+46.0% | $72,975+68.1% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.4pp | 69.5%-2.8pp |
| Annual return | 19.11% | 28.93%-9.8pp | 71.32%-52.2pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,281 | $1,163+10.1% | $1,984-35.4% | $2,440-47.5% |
| Participant deferral / active EE | $2,930 | $2,394+22.4% | $3,239-9.5% | $3,608-18.8% |
| Admin fee / account holder | $90 | $4,569-98.0% | $6,102-98.5% | $5,124-98.2% |