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 | $40,069 | $108,942-63.2% | $100,415-60.1% | $145,897-72.5% |
| Participation rate | 58.8% | 83.0%-24.2pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 15.47% | 58.27%-42.8pp | 49.47%-34.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,352 | $4,422-69.4% | $3,943-65.7% | $4,663-71.0% |
| Participant deferral / active EE | $3,517 | $8,461-58.4% | $8,091-56.5% | $6,689-47.4% |
| Admin fee / account holder | $263 | $9,702-97.3% | $7,906-96.7% | $13,390-98.0% |