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 | $72,510 | $185,312-60.9% | $161,489-55.1% | $154,746-53.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.66% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,212 | $4,769-11.7% | $4,268-1.3% | $4,379-3.8% |
| Participant deferral / active EE | $9,193 | $6,350+44.8% | $5,630+63.3% | $6,730+36.6% |
| Admin fee / account holder | $264 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |