Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,755 | $183,516-82.7% | $155,534-79.6% | $145,884-78.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.99% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,556 | $5,315-70.7% | $4,675-66.7% | $4,662-66.6% |
| Participant deferral / active EE | $4,578 | $6,467-29.2% | $5,630-18.7% | $6,690-31.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |