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 | $87,796 | $183,516-52.2% | $155,534-43.6% | $145,884-39.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.46% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,001 | $5,315-43.5% | $4,675-35.8% | $4,662-35.6% |
| Participant deferral / active EE | $12,749 | $6,467+97.1% | $5,630+126.4% | $6,690+90.6% |
| Admin fee / account holder | $95 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |