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 | $120,837 | $116,190+4.0% | $93,614+29.1% | $152,885-21.0% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 23.15% | 35.96%-12.8pp | 32.76%-9.6pp | 345.39%-322.2pp |
| Employer contribution / active EE | $1,922 | $3,219-40.3% | $2,718-29.3% | $4,763-59.6% |
| Participant deferral / active EE | $1,923 | $4,604-58.2% | $4,069-52.7% | $5,851-67.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |