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 | $116,170 | $112,729+3.1% | $98,716+17.7% | $137,256-15.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 18.46% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $601 | $2,725-77.9% | $2,279-73.6% | $4,156-85.5% |
| Participant deferral / active EE | $3,415 | $4,640-26.4% | $4,048-15.6% | $6,407-46.7% |
| Admin fee / account holder | $75 | $10,129-99.3% | $8,703-99.1% | $12,270-99.4% |