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 | $80,305 | $72,071+11.4% | $68,368+17.5% | $137,256-41.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 27.32% | 353.14%-325.8pp | 292.57%-265.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,759 | $2,788-36.9% | $2,649-33.6% | $4,156-57.7% |
| Participant deferral / active EE | $15,667 | $4,410+255.3% | $4,123+280.0% | $6,407+144.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |