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 | $37,520 | $111,785-66.4% | $93,669-59.9% | $145,877-74.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.71% | 203.79%-192.1pp | 133.59%-121.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,684 | $3,096-45.6% | $2,424-30.5% | $4,663-63.9% |
| Participant deferral / active EE | $3,790 | $4,919-22.9% | $4,416-14.2% | $6,691-43.4% |
| Admin fee / account holder | $242 | $10,256-97.6% | $8,291-97.1% | $13,402-98.2% |