Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $128,181 | $37,156+245.0% | $83,854+52.9% | $86,983+47.4% |
| Participation rate | 13.7% | 49.1%-35.3pp | 59.1%-45.4pp | 69.5%-55.8pp |
| Annual return | 24.39% | 29.88%-5.5pp | 31.39%-7.0pp | 25.83%-1.4pp |
| Employer contribution / active EE | $338 | $661-48.9% | $1,017-66.8% | $2,584-86.9% |
| Participant deferral / active EE | $1,416 | $1,418-0.2% | $2,035-30.4% | $4,194-66.2% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |