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 | $86,708 | $76,608+13.2% | $56,077+54.6% | $145,877-40.6% |
| Participation rate | 41.7% | 63.2%-21.6pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 13.32% | 3009.59%-2996.3pp | 1709.28%-1696.0pp | 551.28%-538.0pp |
| Employer contribution / active EE | $885 | $1,382-36.0% | $1,040-15.0% | $4,663-81.0% |
| Participant deferral / active EE | $2,975 | $2,624+13.4% | $1,954+52.3% | $6,691-55.5% |
| Admin fee / account holder | $20 | $3,325-99.4% | $2,825-99.3% | $13,402-99.9% |