Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,295 | $75,541-34.7% | $152,093-67.6% | $82,637-40.3% |
| Participation rate | 69.8% | 66.5%+3.3pp | 77.8%-8.0pp | 68.1%+1.8pp |
| Annual return | 17.77% | 32.56%-14.8pp | 66.36%-48.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $4,112 | $2,622+56.8% | $4,175-1.5% | $2,552+61.1% |
| Participant deferral / active EE | $3,277 | $3,206+2.2% | $5,451-39.9% | $4,126-20.6% |
| Admin fee / account holder | $139 | $6,405-97.8% | $14,497-99.0% | $7,339-98.1% |