Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $111,631 | $107,809+3.5% | $97,032+15.0% | $155,188-28.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 22.54% | 38.06%-15.5pp | 35.38%-12.8pp | 148.84%-126.3pp |
| Employer contribution / active EE | $1,100 | $2,911-62.2% | $2,629-58.2% | $4,248-74.1% |
| Participant deferral / active EE | $14,933 | $5,129+191.1% | $4,672+219.6% | $6,531+128.6% |
| Admin fee / account holder | $61 | $10,717-99.4% | $9,418-99.4% | $14,480-99.6% |