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 | $115,425 | $127,387-9.4% | $115,038+0.3% | $125,389-7.9% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | 1.11% | 31.28%-30.2pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $2,106 | $5,166-59.2% | $4,608-54.3% | $4,866-56.7% |
| Participant deferral / active EE | $4,885 | $6,423-23.9% | $6,026-18.9% | $5,352-8.7% |
| Admin fee / account holder | $39 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |