Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,220 | $126,661-44.6% | $113,397-38.1% | $138,895-49.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 15.02% | 25.05%-10.0pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,840 | $3,456-46.8% | $2,977-38.2% | $4,194-56.1% |
| Participant deferral / active EE | $3,550 | $5,693-37.6% | $5,076-30.1% | $6,396-44.5% |
| Admin fee / account holder | $94 | $14,549-99.4% | $11,957-99.2% | $12,562-99.2% |