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 | $115,368 | $181,896-36.6% | $156,551-26.3% | $273,972-57.9% |
| Participation rate | 35.7% | 88.4%-52.7pp | 84.0%-48.3pp | 83.0%-47.3pp |
| Annual return | 9.16% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,985 | $6,248-52.2% | $5,501-45.7% | $4,869-38.7% |
| Participant deferral / active EE | $5,288 | $5,550-4.7% | $4,871+8.6% | $5,2870% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |