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 | $76,538 | $173,397-55.9% | $135,987-43.7% | $145,877-47.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.23% | 1166.18%-1151.9pp | 580.01%-565.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $6,838 | $5,281+29.5% | $4,214+62.3% | $4,663+46.6% |
| Participant deferral / active EE | $15,021 | $8,710+72.5% | $7,027+113.8% | $6,691+124.5% |
| Admin fee / account holder | $43 | $9,663-99.6% | $6,716-99.4% | $13,402-99.7% |