Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $76,249 | $202,342-62.3% | $172,752-55.9% | $152,897-50.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.26% | 1029.83%-1005.6pp | 802.97%-778.7pp | 345.43%-321.2pp |
| Employer contribution / active EE | $10,205 | $5,858+74.2% | $5,144+98.4% | $4,764+114.2% |
| Participant deferral / active EE | $6,643 | $5,948+11.7% | $5,198+27.8% | $5,851+13.5% |
| Admin fee / account holder | $40 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |