Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $126,148 | $108,911+15.8% | $100,392+25.7% | $145,884-13.5% |
| Participation rate | 58.3% | 83.0%-24.6pp | 81.5%-23.2pp | 80.3%-22.0pp |
| Annual return | 17.65% | 58.23%-40.6pp | 49.45%-31.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $5,592 | $4,420+26.5% | $3,941+41.9% | $4,662+19.9% |
| Participant deferral / active EE | $12,184 | $8,459+44.0% | $8,090+50.6% | $6,690+82.1% |
| Admin fee / account holder | $71 | $9,698-99.3% | $7,904-99.1% | $13,392-99.5% |