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 | $63,799 | $110,379-42.2% | $102,412-37.7% | $145,884-56.3% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 14.45% | 24.84%-10.4pp | 24.94%-10.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,973 | $4,216-29.5% | $3,870-23.2% | $4,662-36.2% |
| Participant deferral / active EE | $4,745 | $5,622-15.6% | $5,060-6.2% | $6,690-29.1% |
| Admin fee / account holder | $183 | $9,745-98.1% | $8,388-97.8% | $13,392-98.6% |