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 | $183,244 | $93,064+96.9% | $74,577+145.7% | $273,972-33.1% |
| Participation rate | 37.5% | 74.9%-37.4pp | 68.1%-30.6pp | 83.0%-45.5pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,743 | $3,160-13.2% | $2,525+8.6% | $4,869-43.7% |
| Participant deferral / active EE | $3,896 | $4,160-6.4% | $3,458+12.7% | $5,287-26.3% |
| Admin fee / account holder | $2 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |