Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,009 | $160,028-66.9% | $147,080-64.0% | $145,884-63.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.46% | 98.60%-80.1pp | 420.17%-401.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $1,965 | $5,286-62.8% | $4,933-60.2% | $4,662-57.8% |
| Participant deferral / active EE | $3,163 | $8,422-62.4% | $8,066-60.8% | $6,690-52.7% |
| Admin fee / account holder | $161 | $15,030-98.9% | $12,989-98.8% | $13,392-98.8% |