Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $134,931 | $110,303+22.3% | $95,759+40.9% | $139,487-3.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 22.12% | 27.19%-5.1pp | 28.42%-6.3pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,492 | $3,261-54.2% | $2,836-47.4% | $4,755-68.6% |
| Participant deferral / active EE | $6,520 | $4,674+39.5% | $4,244+53.7% | $6,713-2.9% |
| Admin fee / account holder | $142 | $6,615-97.9% | $5,678-97.5% | $11,407-98.8% |