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 | $54,486 | $177,156-69.2% | $147,027-62.9% | $154,746-64.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 19.74% | 21.94%-2.2pp | 20.23%-0.5pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,979 | $4,336-8.2% | $3,626+9.7% | $4,379-9.1% |
| Participant deferral / active EE | $6,055 | $5,797+4.5% | $4,933+22.7% | $6,730-10.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |