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 | $90,053 | $176,120-48.9% | $159,487-43.5% | $167,553-46.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.26% | 331.95%-316.7pp | 263.71%-248.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,138 | $7,752-33.7% | $7,354-30.1% | $6,343-19.0% |
| Admin fee / account holder | $19 | $12,561-99.9% | $10,804-99.8% | $12,316-99.8% |