Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $79,359 | $168,626-52.9% | $133,698-40.6% | $145,897-45.6% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.4%-36.4pp | 80.3%-40.3pp |
| Annual return | 17.48% | 1168.99%-1151.5pp | 580.90%-563.4pp | 552.29%-534.8pp |
| Employer contribution / active EE | $2,584 | $5,290-51.1% | $4,218-38.7% | $4,663-44.6% |
| Participant deferral / active EE | $7,330 | $8,688-15.6% | $7,016+4.5% | $6,689+9.6% |
| Admin fee / account holder | $106 | $9,638-98.9% | $6,703-98.4% | $13,390-99.2% |