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 | $134,346 | $99,345+35.2% | $84,753+58.5% | $273,972-51.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 8.34% | 22.93%-14.6pp | 22.78%-14.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,317 | $4,214-68.8% | $3,574-63.2% | $4,869-73.0% |
| Participant deferral / active EE | $7,866 | $4,270+84.2% | $3,712+111.9% | $5,287+48.8% |
| Admin fee / account holder | $35 | $6,645-99.5% | $5,333-99.3% | $10,133-99.7% |