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 | $94,331 | $110,410-14.6% | $102,437-7.9% | $145,897-35.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.74% | 24.85%-15.1pp | 24.95%-15.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,585 | $4,217-38.7% | $3,871-33.2% | $4,663-44.6% |
| Participant deferral / active EE | $9,709 | $5,622+72.7% | $5,060+91.9% | $6,689+45.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |