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 | $115,225+0.8% | $100,712+15.3% | $138,895-16.4% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 18.46% | 40.35%-21.9pp | 33.27%-14.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $601 | $2,771-78.3% | $2,313-74.0% | $4,194-85.7% |
| Participant deferral / active EE | $3,415 | $4,699-27.3% | $4,085-16.4% | $6,396-46.6% |
| Admin fee / account holder | $75 | $10,844-99.3% | $9,256-99.2% | $12,562-99.4% |