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 | $113,287 | $118,877-4.7% | $96,570+17.3% | $167,536-32.4% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.3pp |
| Annual return | 11.31% | 50.50%-39.2pp | 37.79%-26.5pp | 478.82%-467.5pp |
| Employer contribution / active EE | $1,497 | $3,121-52.0% | $2,357-36.5% | $4,839-69.1% |
| Participant deferral / active EE | $5,609 | $4,617+21.5% | $3,849+45.7% | $6,342-11.6% |
| Admin fee / account holder | $285 | $8,069-96.5% | $6,182-95.4% | $12,315-97.7% |