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 | $79,863 | $54,757+45.8% | $90,304-11.6% | $72,975+9.4% |
| Participation rate | 42.3% | 65.2%-22.9pp | 73.3%-31.0pp | 69.5%-27.2pp |
| Annual return | 21.15% | 30.63%-9.5pp | 78.13%-57.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,430 | $2,093-31.7% | $2,855-49.9% | $2,440-41.4% |
| Participant deferral / active EE | $3,672 | $2,887+27.2% | $3,885-5.5% | $3,608+1.8% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |