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 | $149,876 | $115,814+29.4% | $101,275+48.0% | $158,982-5.7% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 13.77% | 56.16%-42.4pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,007 | $4,176-75.9% | $3,660-72.5% | $4,763-78.9% |
| Participant deferral / active EE | $4,828 | $4,958-2.6% | $4,371+10.5% | $5,983-19.3% |
| Admin fee / account holder | -$87 | $7,249-101.2% | $5,948-101.5% | $11,252-100.8% |