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 | $85,800 | $96,956-11.5% | $69,779+23.0% | $273,972-68.7% |
| Participation rate | 22.2% | 77.1%-54.8pp | 71.8%-49.6pp | 83.0%-60.8pp |
| Annual return | 9.70% | 12.93%-3.2pp | 12.99%-3.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $880 | $3,316-73.5% | $2,338-62.4% | $4,869-81.9% |
| Participant deferral / active EE | $5,333 | $3,744+42.5% | $2,931+82.0% | $5,287+0.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |