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 | $40,245 | $228,352-82.4% | $185,835-78.3% | $158,966-74.7% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 10.17% | 40.81%-30.6pp | 35.96%-25.8pp | 302.95%-292.8pp |
| Employer contribution / active EE | $5,486 | $4,967+10.5% | $4,087+34.2% | $4,762+15.2% |
| Participant deferral / active EE | $9,057 | $6,416+41.2% | $5,633+60.8% | $5,983+51.4% |
| Admin fee / account holder | $230 | $11,867-98.1% | $9,502-97.6% | $11,250-98.0% |