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 | $57,495 | $134,817-57.4% | $123,973-53.6% | $155,188-63.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 16.33% | 515.49%-499.2pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $18,351 | $4,425+314.7% | $4,126+344.8% | $4,248+332.0% |
| Participant deferral / active EE | $16,750 | $5,706+193.5% | $5,247+219.2% | $6,531+156.5% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |