Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $156,674 | $148,582+5.4% | $135,942+15.3% | $139,456+12.3% |
| Participation rate | 18.2% | 83.9%-65.7pp | 81.9%-63.7pp | 80.3%-62.1pp |
| Annual return | 26.40% | 79.26%-52.9pp | 68.28%-41.9pp | 373.45%-347.1pp |
| Employer contribution / active EE | $1,550 | $5,245-70.5% | $4,858-68.1% | $4,753-67.4% |
| Participant deferral / active EE | $5,455 | $8,101-32.7% | $7,759-29.7% | $6,711-18.7% |
| Admin fee / account holder | $20 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |