Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,335 | $183,539-32.8% | $155,556-20.7% | $145,897-15.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.51% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,040 | $5,315-80.4% | $4,675-77.8% | $4,663-77.7% |
| Participant deferral / active EE | $5,458 | $6,467-15.6% | $5,631-3.1% | $6,689-18.4% |
| Admin fee / account holder | $6 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |