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 | $74,698 | $155,555-52.0% | $146,866-49.1% | $155,188-51.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.25% | 115.41%-98.2pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $832 | $4,647-82.1% | $4,425-81.2% | $4,248-80.4% |
| Participant deferral / active EE | $3,892 | $8,044-51.6% | $7,759-49.8% | $6,531-40.4% |
| Admin fee / account holder | $170 | $14,755-98.8% | $13,620-98.8% | $14,480-98.8% |