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 | $59,111 | $35,183+68.0% | $73,550-19.6% | $70,126-15.7% |
| Participation rate | 5.1% | 42.9%-37.8pp | 54.9%-49.8pp | 69.5%-64.4pp |
| Annual return | 17.18% | 26.90%-9.7pp | -15.16%+32.3pp | 73.15%-56.0pp |
| Employer contribution / active EE | $100 | $709-85.8% | $1,219-91.8% | $2,343-95.7% |
| Participant deferral / active EE | $394 | $1,220-67.7% | $1,804-78.1% | $3,332-88.2% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |