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 | $35,735 | $99,079-63.9% | $78,002-54.2% | $273,972-87.0% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.5%-57.3pp | 83.0%-64.8pp |
| Annual return | 15.14% | 217.93%-202.8pp | 425.99%-410.8pp | 41.46%-26.3pp |
| Employer contribution / active EE | $551 | $3,308-83.3% | $2,470-77.7% | $4,869-88.7% |
| Participant deferral / active EE | $1,583 | $4,306-63.2% | $3,497-54.7% | $5,287-70.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |