Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,631 | $132,634-73.1% | $115,768-69.2% | $137,256-74.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 16.05% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $652 | $3,360-80.6% | $2,940-77.8% | $4,156-84.3% |
| Participant deferral / active EE | $5,167 | $5,619-8.0% | $4,917+5.1% | $6,407-19.4% |
| Admin fee / account holder | $218 | $15,028-98.5% | $12,439-98.2% | $12,270-98.2% |