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 | $39,697 | $185,312-78.6% | $161,489-75.4% | $154,746-74.3% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 22.36% | 103.84%-81.5pp | 89.72%-67.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,091 | $4,769-56.2% | $4,268-51.0% | $4,379-52.2% |
| Participant deferral / active EE | $5,875 | $6,350-7.5% | $5,630+4.4% | $6,730-12.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |