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 | $67,522 | $192,829-65.0% | $142,516-52.6% | $139,487-51.6% |
| Participation rate | 54.2% | 81.4%-27.3pp | 76.8%-22.6pp | 80.3%-26.2pp |
| Annual return | 22.42% | 18.07%+4.4pp | 20.03%+2.4pp | 373.84%-351.4pp |
| Employer contribution / active EE | $1,867 | $5,808-67.9% | $4,849-61.5% | $4,755-60.7% |
| Participant deferral / active EE | $4,395 | $7,200-39.0% | $6,280-30.0% | $6,713-34.5% |
| Admin fee / account holder | $13 | $15,120-99.9% | $10,008-99.9% | $11,407-99.9% |