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 | $44,892 | $94,436-52.5% | $115,599-61.2% | $82,637-45.7% |
| Participation rate | 60.7% | 70.4%-9.7pp | 74.3%-13.6pp | 68.1%-7.3pp |
| Annual return | 20.06% | 18.37%+1.7pp | 111.10%-91.0pp | 53.51%-33.4pp |
| Employer contribution / active EE | $1,796 | $2,324-22.7% | $2,955-39.2% | $2,552-29.6% |
| Participant deferral / active EE | $4,648 | $3,955+17.5% | $4,889-4.9% | $4,126+12.7% |
| Admin fee / account holder | $88 | $10,328-99.1% | $12,841-99.3% | $7,339-98.8% |