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 | $94,201 | $87,180+8.1% | $173,703-45.8% | $94,015+0.2% |
| Participation rate | 36.4% | 65.6%-29.3pp | 75.9%-39.5pp | 70.8%-34.5pp |
| Annual return | 19.98% | 14.17%+5.8pp | 17.46%+2.5pp | 17.84%+2.1pp |
| Employer contribution / active EE | $967 | $2,494-61.2% | $4,288-77.5% | $2,790-65.4% |
| Participant deferral / active EE | $2,511 | $3,343-24.9% | $4,854-48.3% | $4,249-40.9% |
| Admin fee / account holder | $126 | $7,506-98.3% | $15,562-99.2% | $8,951-98.6% |