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 | $106,098 | $50,554+109.9% | $67,681+56.8% | $87,485+21.3% |
| Participation rate | 61.5% | 67.7%-6.2pp | 73.7%-12.2pp | 68.9%-7.4pp |
| Annual return | 14.13% | 17.81%-3.7pp | 590.58%-576.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,026 | $1,988+1.9% | $2,678-24.4% | $2,596-22.0% |
| Participant deferral / active EE | $3,934 | $2,961+32.8% | $3,976-1.1% | $4,274-8.0% |
| Admin fee / account holder | $132 | $4,132-96.8% | $6,100-97.8% | $7,775-98.3% |