Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $138,605 | $106,524+30.1% | $152,301-9.0% | $87,485+58.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 15.80% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $3,517 | $3,371+4.3% | $4,624-23.9% | $2,596+35.5% |
| Participant deferral / active EE | $9,635 | $6,525+47.7% | $8,004+20.4% | $4,274+125.5% |
| Admin fee / account holder | $40 | $8,287-99.5% | $14,398-99.7% | $7,775-99.5% |