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 | $15,241 | $65,712-76.8% | $57,196-73.4% | $273,972-94.4% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | 10.85% | 22.01%-11.2pp | 14.59%-3.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,247 | $3,280-62.0% | $2,683-53.5% | $4,869-74.4% |
| Participant deferral / active EE | $1,333 | $3,782-64.8% | $3,096-57.0% | $5,287-74.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |