Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $157,357 | $76,785+104.9% | $56,441+178.8% | $145,959+7.8% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 5.44% | 3000.51%-2995.1pp | 1704.21%-1698.8pp | 561.95%-556.5pp |
| Employer contribution / active EE | $930 | $1,381-32.6% | $1,039-10.5% | $4,661-80.0% |
| Participant deferral / active EE | $4,393 | $2,624+67.4% | $1,953+124.9% | $6,689-34.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |