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 | $198,526 | $123,793+60.4% | $177,840+11.6% | $79,852+148.6% |
| Participation rate | 63.5% | 84.7%-21.2pp | 87.7%-24.3pp | 69.6%-6.2pp |
| Annual return | 17.25% | 22.82%-5.6pp | 48.32%-31.1pp | 31.72%-14.5pp |
| Employer contribution / active EE | $2,428 | $4,095-40.7% | $5,919-59.0% | $2,471-1.7% |
| Participant deferral / active EE | $7,294 | $5,956+22.5% | $7,714-5.4% | $3,740+95.0% |
| Admin fee / account holder | $7 | $7,243-99.9% | $12,431-99.9% | $5,306-99.9% |