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 | $105,803 | $57,352+84.5% | $83,830+26.2% | $64,173+64.9% |
| Participation rate | 26.5% | 68.6%-42.1pp | 76.1%-49.7pp | 69.6%-43.1pp |
| Annual return | 1.32% | 11.38%-10.1pp | 850.97%-849.7pp | 7.63%-6.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,868 | $2,993-37.6% | $4,082-54.2% | $3,470-46.2% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |