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 | $69,700 | $103,000-32.3% | $90,300-22.8% | $152,885-54.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 11.03% | 95.19%-84.2pp | 78.11%-67.1pp | 345.39%-334.4pp |
| Employer contribution / active EE | $2,811 | $3,138-10.4% | $2,854-1.5% | $4,763-41.0% |
| Participant deferral / active EE | $5,623 | $4,281+31.4% | $3,884+44.8% | $5,851-3.9% |
| Admin fee / account holder | $25 | $6,173-99.6% | $5,353-99.5% | $11,598-99.8% |