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 | $93,209 | $129,737-28.2% | $119,126-21.8% | $154,746-39.8% |
| Participation rate | 52.2% | 78.9%-26.7pp | 75.8%-23.6pp | 80.7%-28.5pp |
| Annual return | 20.08% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,699 | $4,375-61.2% | $4,034-57.9% | $4,379-61.2% |
| Participant deferral / active EE | $5,661 | $5,842-3.1% | $5,318+6.5% | $6,730-15.9% |
| Admin fee / account holder | $15 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |