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 | $42,402 | $58,258-27.2% | $81,820-48.2% | $80,925-47.6% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.4%-4.4pp | 67.7%+0.3pp |
| Annual return | 11.73% | 41.76%-30.0pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,549 | $2,345+8.7% | $2,915-12.6% | $2,756-7.5% |
| Participant deferral / active EE | $3,897 | $3,284+18.7% | $4,323-9.8% | $4,299-9.3% |
| Admin fee / account holder | $1 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |