Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $102,227 | $201,372-49.2% | $184,260-44.5% | $145,884-29.9% |
| Participation rate | 47.4% | 87.5%-40.1pp | 86.8%-39.5pp | 80.3%-32.9pp |
| Annual return | 19.22% | 29.04%-9.8pp | 28.84%-9.6pp | 551.85%-532.6pp |
| Employer contribution / active EE | $3,374 | $7,024-52.0% | $6,427-47.5% | $4,662-27.6% |
| Participant deferral / active EE | $6,118 | $9,808-37.6% | $9,133-33.0% | $6,690-8.5% |
| Admin fee / account holder | $295 | $16,362-98.2% | $13,898-97.9% | $13,392-97.8% |