Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $108,589 | $61,660+76.1% | $80,022+35.7% | $64,173+69.2% |
| Participation rate | 64.0% | 71.7%-7.7pp | 75.8%-11.8pp | 69.6%-5.6pp |
| Annual return | -7.31% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,628 | $1,810+100.4% | $2,468+47.0% | $2,381+52.4% |
| Participant deferral / active EE | $6,363 | $2,968+114.4% | $3,686+72.6% | $3,470+83.4% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |