Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,826 | $49,199+39.9% | $121,210-43.2% | $75,177-8.4% |
| Participation rate | 62.5% | 55.4%+7.1pp | 69.5%-7.0pp | 67.2%-4.7pp |
| Annual return | 14.82% | 56.04%-41.2pp | 987.41%-972.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,559 | $1,547+0.8% | $4,171-62.6% | $2,671-41.6% |
| Participant deferral / active EE | $2,952 | $2,630+12.3% | $4,084-27.7% | $4,126-28.5% |
| Admin fee / account holder | $279 | $3,946-92.9% | $5,647-95.1% | $5,651-95.1% |