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 | $29,358 | $88,815-66.9% | $81,882-64.1% | $145,897-79.9% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 20.00% | 1033.75%-1013.8pp | 779.47%-759.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $2,483 | $3,086-19.5% | $2,916-14.8% | $4,663-46.7% |
| Participant deferral / active EE | $4,984 | $4,647+7.2% | $4,323+15.3% | $6,689-25.5% |
| Admin fee / account holder | $133 | $8,434-98.4% | $7,360-98.2% | $13,390-99.0% |