Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $85,365 | $160,040-46.7% | $147,096-42.0% | $145,877-41.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.33% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,264 | $5,289-38.3% | $4,936-33.9% | $4,663-30.0% |
| Participant deferral / active EE | $11,000 | $8,429+30.5% | $8,071+36.3% | $6,691+64.4% |
| Admin fee / account holder | $112 | $15,050-99.3% | $13,005-99.1% | $13,402-99.2% |