Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,198 | $86,938-36.5% | $102,423-46.1% | $80,925-31.8% |
| Participation rate | 43.6% | 72.4%-28.8pp | 76.5%-32.9pp | 67.7%-24.1pp |
| Annual return | 13.29% | 18.89%-5.6pp | 29.42%-16.1pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,287 | $2,369-3.5% | $3,023-24.4% | $2,756-17.0% |
| Participant deferral / active EE | $4,581 | $4,120+11.2% | $5,054-9.4% | $4,299+6.6% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |