Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,493 | $172,111-54.4% | $150,298-47.8% | $137,256-42.8% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 21.43% | 69.37%-47.9pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,739 | $4,636-62.5% | $4,154-58.1% | $4,156-58.2% |
| Participant deferral / active EE | $4,247 | $6,166-31.1% | $5,453-22.1% | $6,407-33.7% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |