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 | $154,438 | $157,304-1.8% | $141,197+9.4% | $152,909+1.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 16.47% | 64.34%-47.9pp | 71.41%-54.9pp | 345.46%-329.0pp |
| Employer contribution / active EE | $3,127 | $5,263-40.6% | $4,736-34.0% | $4,764-34.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $145 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |