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 | $86,740 | $162,136-46.5% | $152,301-43.0% | $154,746-43.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.33% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $4,658 | $4,890-4.7% | $4,624+0.7% | $4,379+6.4% |
| Participant deferral / active EE | $7,000 | $8,341-16.1% | $8,004-12.5% | $6,730+4.0% |
| Admin fee / account holder | $182 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |