Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,409 | $181,896-80.0% | $156,551-76.7% | $273,972-86.7% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 6.63% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,038 | $6,248-67.4% | $5,501-63.0% | $4,869-58.2% |
| Participant deferral / active EE | $5,992 | $5,550+8.0% | $4,871+23.0% | $5,287+13.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |