Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,500 | $87,060-23.6% | $105,591-37.0% | $80,911-17.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 19.88% | 17.05%+2.8pp | 116.43%-96.5pp | 35.63%-15.8pp |
| Employer contribution / active EE | $3,674 | $2,396+53.3% | $3,166+16.0% | $2,756+33.3% |
| Participant deferral / active EE | $6,802 | $3,986+70.6% | $5,008+35.8% | $4,297+58.3% |
| Admin fee / account holder | $75 | $8,442-99.1% | $11,024-99.3% | $6,935-98.9% |