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 | $74,368 | $37,446+98.6% | $77,552-4.1% | $79,856-6.9% |
| Participation rate | 58.9% | 41.5%+17.4pp | 54.2%+4.7pp | 69.6%-10.7pp |
| Annual return | 16.65% | 39.76%-23.1pp | 54.82%-38.2pp | 31.71%-15.1pp |
| Employer contribution / active EE | $280 | $637-56.0% | $987-71.6% | $2,471-88.7% |
| Participant deferral / active EE | $1,226 | $1,261-2.7% | $1,861-34.1% | $3,741-67.2% |
| Admin fee / account holder | $188 | $2,506-92.5% | $2,859-93.4% | $5,306-96.5% |