Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,414 | $154,228-58.9% | $145,433-56.4% | $137,256-53.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 29.31% | 74.59%-45.3pp | 66.58%-37.3pp | 220.34%-191.0pp |
| Employer contribution / active EE | $1,400 | $4,804-70.9% | $4,554-69.3% | $4,156-66.3% |
| Participant deferral / active EE | $11,900 | $8,216+44.8% | $7,897+50.7% | $6,407+85.7% |
| Admin fee / account holder | $98 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |