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 | $93,286 | $117,846-20.8% | $102,434-8.9% | $145,884-36.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 21.50% | 31.90%-10.4pp | 29.46%-8.0pp | 551.85%-530.3pp |
| Employer contribution / active EE | $2,303 | $3,615-36.3% | $3,023-23.8% | $4,662-50.6% |
| Participant deferral / active EE | $3,761 | $5,733-34.4% | $5,055-25.6% | $6,690-43.8% |
| Admin fee / account holder | $11 | $13,356-99.9% | $9,462-99.9% | $13,392-99.9% |