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 | $110,795 | $65,027+70.4% | $90,970+21.8% | $79,852+38.8% |
| Participation rate | 29.0% | 61.6%-32.6pp | 69.0%-40.0pp | 69.6%-40.6pp |
| Annual return | 13.77% | 30.45%-16.7pp | 134.58%-120.8pp | 31.72%-17.9pp |
| Employer contribution / active EE | $742 | $1,247-40.6% | $2,122-65.1% | $2,471-70.0% |
| Participant deferral / active EE | $1,956 | $2,512-22.1% | $3,373-42.0% | $3,740-47.7% |
| Admin fee / account holder | $159 | $4,535-96.5% | $5,960-97.3% | $5,306-97.0% |