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 | $131,428 | $104,577+25.7% | $76,667+71.4% | $152,909-14.0% |
| Participation rate | 4.8% | 76.6%-71.9pp | 72.1%-67.3pp | 82.5%-77.7pp |
| Annual return | 20.36% | 1014.36%-994.0pp | 1166.74%-1146.4pp | 345.46%-325.1pp |
| Employer contribution / active EE | $341 | $3,119-89.1% | $2,303-85.2% | $4,764-92.8% |
| Participant deferral / active EE | $860 | $4,237-79.7% | $3,336-74.2% | $5,851-85.3% |
| Admin fee / account holder | $134 | $12,290-98.9% | $6,423-97.9% | $11,601-98.8% |