Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,553 | $155,555-63.6% | $146,866-61.5% | $155,188-63.6% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.5%-36.4pp | 80.8%-34.6pp |
| Annual return | 21.85% | 115.41%-93.6pp | 102.85%-81.0pp | 148.84%-127.0pp |
| Employer contribution / active EE | $1,751 | $4,647-62.3% | $4,425-60.4% | $4,248-58.8% |
| Participant deferral / active EE | $2,789 | $8,044-65.3% | $7,759-64.0% | $6,531-57.3% |
| Admin fee / account holder | $254 | $14,755-98.3% | $13,620-98.1% | $14,480-98.2% |