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 | $40,706 | $183,516-77.8% | $155,534-73.8% | $145,884-72.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 32.67% | 61.43%-28.8pp | 64.92%-32.2pp | 551.85%-519.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,666 | $6,467-58.8% | $5,630-52.6% | $6,690-60.1% |
| Admin fee / account holder | $160 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |