Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $126,077 | $124,425+1.3% | $112,040+12.5% | $137,256-8.1% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 19.03% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,663 | $5,718+34.0% | $5,098+50.3% | $6,407+19.6% |
| Admin fee / account holder | $133 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |