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 | $74,700 | $60,349+23.8% | $74,184+0.7% | $62,881+18.8% |
| Participation rate | 55.0% | 72.7%-17.7pp | 76.6%-21.6pp | 69.3%-14.3pp |
| Annual return | 9.05% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,077 | $1,680-35.9% | $2,370-54.6% | $2,281-52.8% |
| Participant deferral / active EE | $3,599 | $2,856+26.0% | $3,550+1.4% | $3,203+12.4% |
| Admin fee / account holder | $91 | $4,261-97.9% | $5,586-98.4% | $4,296-97.9% |