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 | $61,486 | $87,166-29.5% | $76,735-19.9% | $137,256-55.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 15.90% | 26.50%-10.6pp | 29.77%-13.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,818 | $2,904-37.4% | $2,454-25.9% | $4,156-56.3% |
| Participant deferral / active EE | $3,413 | $4,726-27.8% | $4,088-16.5% | $6,407-46.7% |
| Admin fee / account holder | $285 | $8,403-96.6% | $7,189-96.0% | $12,270-97.7% |