Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $49,188 | $198,457-75.2% | $170,435-71.1% | $147,586-66.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 20.42% | 257.30%-236.9pp | 205.94%-185.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,311 | $6,183-78.8% | $5,432-75.9% | $4,876-73.1% |
| Participant deferral / active EE | $2,525 | $5,629-55.1% | $4,939-48.9% | $5,439-53.6% |
| Admin fee / account holder | $113 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |