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 | $32,123 | $81,208-60.4% | $98,920-67.5% | $79,852-59.8% |
| Participation rate | 53.5% | 72.5%-19.0pp | 76.0%-22.5pp | 69.6%-16.1pp |
| Annual return | 23.02% | 60.99%-38.0pp | 196.47%-173.4pp | 31.72%-8.7pp |
| Employer contribution / active EE | $1,885 | $1,960-3.8% | $2,689-29.9% | $2,471-23.7% |
| Participant deferral / active EE | $3,517 | $3,265+7.7% | $4,245-17.1% | $3,740-6.0% |
| Admin fee / account holder | $226 | $6,013-96.2% | $6,643-96.6% | $5,306-95.7% |