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 | $24,144 | $53,127-54.6% | $86,597-72.1% | $70,131-65.6% |
| Participation rate | 60.9% | 65.3%-4.4pp | 73.5%-12.7pp | 69.5%-8.7pp |
| Annual return | 18.10% | 27.66%-9.6pp | 964.96%-946.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $994 | $2,068-52.0% | $2,840-65.0% | $2,342-57.6% |
| Participant deferral / active EE | $4,233 | $2,696+57.0% | $3,609+17.3% | $3,332+27.0% |
| Admin fee / account holder | $141 | $3,585-96.1% | $4,906-97.1% | $4,645-97.0% |