Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,471 | $183,592-75.8% | $155,574-71.4% | $145,877-69.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.29% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,122 | $5,317-78.9% | $4,676-76.0% | $4,663-75.9% |
| Participant deferral / active EE | $5,362 | $6,466-17.1% | $5,629-4.8% | $6,691-19.9% |
| Admin fee / account holder | $252 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |