Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,759 | $88,815-50.7% | $81,882-46.6% | $145,897-70.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 24.73% | 1033.75%-1009.0pp | 779.47%-754.7pp | 552.29%-527.6pp |
| Employer contribution / active EE | $1,500 | $3,086-51.4% | $2,916-48.6% | $4,663-67.8% |
| Participant deferral / active EE | $3,000 | $4,647-35.4% | $4,323-30.6% | $6,689-55.2% |
| Admin fee / account holder | $204 | $8,434-97.6% | $7,360-97.2% | $13,390-98.5% |