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 | $117,427 | $185,312-36.6% | $161,489-27.3% | $154,746-24.1% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.14% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,042 | $4,769-78.1% | $4,268-75.6% | $4,379-76.2% |
| Participant deferral / active EE | $5,787 | $6,350-8.9% | $5,630+2.8% | $6,730-14.0% |
| Admin fee / account holder | $137 | $18,654-99.3% | $16,006-99.1% | $14,365-99.0% |