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 | $111,262 | $117,904-5.6% | $102,457+8.6% | $145,978-23.8% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 9.03% | 31.80%-22.8pp | 29.41%-20.4pp | 550.52%-541.5pp |
| Employer contribution / active EE | $3,682 | $3,613+1.9% | $3,022+21.8% | $4,662-21.0% |
| Participant deferral / active EE | $4,696 | $5,733-18.1% | $5,054-7.1% | $6,690-29.8% |
| Admin fee / account holder | $18 | $13,329-99.9% | $9,451-99.8% | $13,400-99.9% |