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 | $88,190 | $105,284-16.2% | $150,734-41.5% | $94,015-6.2% |
| Participation rate | 58.6% | 71.7%-13.1pp | 78.4%-19.8pp | 70.8%-12.2pp |
| Annual return | 18.54% | 15.67%+2.9pp | 600.81%-582.3pp | 17.84%+0.7pp |
| Employer contribution / active EE | $2,577 | $3,599-28.4% | $4,918-47.6% | $2,790-7.7% |
| Participant deferral / active EE | $4,588 | $4,274+7.4% | $5,610-18.2% | $4,249+8.0% |
| Admin fee / account holder | $183 | $9,839-98.1% | $14,905-98.8% | $8,951-98.0% |