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 | $76,201 | $72,071+5.7% | $68,368+11.5% | $137,256-44.5% |
| Participation rate | 14.3% | 76.2%-62.0pp | 73.8%-59.5pp | 80.0%-65.7pp |
| Annual return | 15.92% | 353.14%-337.2pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $989 | $2,788-64.5% | $2,649-62.7% | $4,156-76.2% |
| Participant deferral / active EE | $989 | $4,410-77.6% | $4,123-76.0% | $6,407-84.6% |
| Admin fee / account holder | $68 | $5,336-98.7% | $5,150-98.7% | $12,270-99.4% |