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 | $53,273 | $50,643+5.2% | $106,619-50.0% | $55,167-3.4% |
| Participation rate | 59.0% | 65.6%-6.5pp | 78.0%-18.9pp | 69.0%-9.9pp |
| Annual return | 10.51% | 7.02%+3.5pp | 9.42%+1.1pp | 169.23%-158.7pp |
| Employer contribution / active EE | $1,239 | $1,626-23.8% | $3,947-68.6% | $1,963-36.9% |
| Participant deferral / active EE | $2,283 | $2,208+3.4% | $3,930-41.9% | $3,054-25.3% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |