Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $127,901 | $124,980+2.3% | $108,359+18.0% | $154,746-17.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 16.40% | 45.00%-28.6pp | 36.89%-20.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $14,421 | $2,851+405.9% | $2,399+501.0% | $4,379+229.3% |
| Participant deferral / active EE | $6,976 | $4,743+47.1% | $4,137+68.6% | $6,730+3.6% |
| Admin fee / account holder | $79 | $11,502-99.3% | $9,741-99.2% | $14,365-99.4% |