Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,961 | $202,440-76.8% | $169,390-72.3% | $139,466-66.3% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 22.88% | 532.36%-509.5pp | 406.07%-383.2pp | 373.66%-350.8pp |
| Employer contribution / active EE | $802 | $4,693-82.9% | $4,013-80.0% | $4,754-83.1% |
| Participant deferral / active EE | $10,109 | $6,940+45.7% | $6,222+62.5% | $6,712+50.6% |
| Admin fee / account holder | $20 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |