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 | $76,489 | $208,088-63.2% | $186,193-58.9% | $154,746-50.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 15.98% | 89.97%-74.0pp | 78.03%-62.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,750 | $4,340-13.6% | $3,918-4.3% | $4,379-14.4% |
| Participant deferral / active EE | $6,744 | $7,078-4.7% | $6,513+3.5% | $6,730+0.2% |
| Admin fee / account holder | $18 | $11,698-99.9% | $11,058-99.8% | $14,365-99.9% |