Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,637 | $117,444-27.1% | $99,479-13.9% | $152,909-44.0% |
| Participation rate | 57.9% | 77.5%-19.7pp | 73.8%-15.9pp | 82.5%-24.6pp |
| Annual return | 21.38% | 31.87%-10.5pp | 30.72%-9.3pp | 345.46%-324.1pp |
| Employer contribution / active EE | $2,018 | $3,014-33.0% | $2,540-20.6% | $4,764-57.6% |
| Participant deferral / active EE | $3,496 | $4,086-14.5% | $3,619-3.4% | $5,851-40.3% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |