Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $185,713 | $112,933+64.4% | $90,970+104.1% | $158,982+16.8% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 9.71% | 215.82%-206.1pp | 134.60%-124.9pp | 302.99%-293.3pp |
| Employer contribution / active EE | $839 | $2,893-71.0% | $2,122-60.5% | $4,763-82.4% |
| Participant deferral / active EE | $1,318 | $4,128-68.1% | $3,373-60.9% | $5,983-78.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |