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 | $103,953 | $185,856-44.1% | $170,028-38.9% | $139,456-25.5% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 17.54% | 60.52%-43.0pp | 53.39%-35.9pp | 373.45%-355.9pp |
| Employer contribution / active EE | $3,773 | $7,593-50.3% | $6,788-44.4% | $4,753-20.6% |
| Participant deferral / active EE | $4,534 | $11,623-61.0% | $10,409-56.4% | $6,711-32.4% |
| Admin fee / account holder | $124 | $15,387-99.2% | $12,820-99.0% | $11,407-98.9% |