Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $115,312 | $166,131-30.6% | $164,975-30.1% | $145,877-21.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 20.61% | 100.37%-79.8pp | 70.12%-49.5pp | 551.28%-530.7pp |
| Employer contribution / active EE | $3,327 | $5,276-36.9% | $4,343-23.4% | $4,663-28.6% |
| Participant deferral / active EE | $7,078 | $6,962+1.7% | $6,033+17.3% | $6,691+5.8% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,688-99.8% | $13,402-99.9% |