Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,076 | $89,367-54.0% | $141,191-70.9% | $72,975-43.7% |
| Participation rate | 49.1% | 75.1%-26.1pp | 82.5%-33.4pp | 69.5%-20.4pp |
| Annual return | 27.95% | 111.87%-83.9pp | 71.41%-43.5pp | 81.01%-53.1pp |
| Employer contribution / active EE | $2,642 | $3,115-15.2% | $4,736-44.2% | $2,440+8.3% |
| Participant deferral / active EE | $5,824 | $5,419+7.5% | $6,710-13.2% | $3,608+61.4% |
| Admin fee / account holder | $262 | $5,957-95.6% | $10,264-97.4% | $5,124-94.9% |