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 | $183,941 | $94,031+95.6% | $115,768+58.9% | $82,448+123.1% |
| Participation rate | 21.4% | 70.4%-49.0pp | 74.4%-53.0pp | 68.1%-46.6pp |
| Annual return | 16.26% | 20.61%-4.3pp | 100.46%-84.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $754 | $2,323-67.5% | $2,940-74.3% | $2,551-70.4% |
| Participant deferral / active EE | $2,533 | $3,972-36.2% | $4,917-48.5% | $4,139-38.8% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |