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 | $122,864 | $57,061+115.3% | $85,063+44.4% | $80,911+51.9% |
| Participation rate | 64.4% | 56.3%+8.1pp | 67.5%-3.1pp | 67.6%-3.2pp |
| Annual return | 16.01% | 21.66%-5.7pp | 66.54%-50.5pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,057 | $1,799+14.4% | $2,727-24.6% | $2,756-25.4% |
| Participant deferral / active EE | $4,758 | $3,110+53.0% | $4,523+5.2% | $4,297+10.7% |
| Admin fee / account holder | $129 | $4,986-97.4% | $6,155-97.9% | $6,935-98.1% |