Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $82,600 | $150,435-45.1% | $120,580-31.5% | $145,897-43.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 11.48% | 154.60%-143.1pp | 107.48%-96.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,583 | $4,352-40.6% | $3,469-25.5% | $4,663-44.6% |
| Participant deferral / active EE | $4,875 | $6,174-21.0% | $4,995-2.4% | $6,689-27.1% |
| Admin fee / account holder | $167 | $12,182-98.6% | $9,418-98.2% | $13,390-98.8% |