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 | $155,966 | $72,272+115.8% | $101,264+54.0% | $79,858+95.3% |
| Participation rate | 38.5% | 68.5%-30.0pp | 75.8%-37.3pp | 69.6%-31.2pp |
| Annual return | 15.14% | 22.30%-7.2pp | 46.48%-31.3pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,810 | $2,692-32.7% | $3,660-50.5% | $2,471-26.7% |
| Participant deferral / active EE | $3,743 | $3,282+14.1% | $4,370-14.4% | $3,740+0.1% |
| Admin fee / account holder | $39 | $4,401-99.1% | $5,947-99.3% | $5,306-99.3% |