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 | $107,640 | $105,284+2.2% | $150,734-28.6% | $94,015+14.5% |
| Participation rate | 46.2% | 71.7%-25.6pp | 78.4%-32.3pp | 70.8%-24.7pp |
| Annual return | 15.55% | 15.67%-0.1pp | 600.81%-585.3pp | 17.84%-2.3pp |
| Employer contribution / active EE | $1,491 | $3,599-58.6% | $4,918-69.7% | $2,790-46.6% |
| Participant deferral / active EE | $4,403 | $4,274+3.0% | $5,610-21.5% | $4,249+3.6% |
| Admin fee / account holder | $4 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |