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 | $59,606 | $125,190-52.4% | $105,624-43.6% | $145,897-59.1% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 14.17% | 225.22%-211.0pp | 116.20%-102.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,986 | $3,720-46.6% | $3,168-37.3% | $4,663-57.4% |
| Participant deferral / active EE | $2,981 | $5,716-47.9% | $5,013-40.5% | $6,689-55.4% |
| Admin fee / account holder | $17 | $17,138-99.9% | $10,961-99.8% | $13,390-99.9% |