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 | $119,626 | $111,535+7.3% | $105,223+13.7% | $137,256-12.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.95% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,370 | $3,939-39.8% | $3,689-35.7% | $4,156-43.0% |
| Participant deferral / active EE | $3,301 | $5,500-40.0% | $5,072-34.9% | $6,407-48.5% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |