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 | $82,265 | $106,905-23.0% | $84,020-2.1% | $152,885-46.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 10.30% | 105.00%-94.7pp | 71.31%-61.0pp | 345.39%-335.1pp |
| Employer contribution / active EE | $1,247 | $2,735-54.4% | $1,984-37.1% | $4,763-73.8% |
| Participant deferral / active EE | $12,667 | $4,012+215.7% | $3,239+291.1% | $5,851+116.5% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |