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 | $46,310 | $91,179-49.2% | $178,499-74.1% | $79,852-42.0% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.3pp | 69.6%-13.0pp |
| Annual return | 21.87% | 24.19%-2.3pp | 151.10%-129.2pp | 31.72%-9.8pp |
| Employer contribution / active EE | $4,583 | $3,256+40.8% | $5,011-8.6% | $2,471+85.4% |
| Participant deferral / active EE | $2,808 | $3,236-13.2% | $5,202-46.0% | $3,740-24.9% |
| Admin fee / account holder | $186 | $6,749-97.2% | $13,986-98.7% | $5,306-96.5% |