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 | $37,686 | $176,071-78.6% | $159,450-76.4% | $167,497-77.5% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 55.60% | 331.79%-276.2pp | 263.60%-208.0pp | 478.62%-423.0pp |
| Employer contribution / active EE | $2,790 | $5,298-47.3% | $4,830-42.2% | $4,838-42.3% |
| Participant deferral / active EE | $5,686 | $7,750-26.6% | $7,352-22.7% | $6,341-10.3% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |