Filed November 7, 2025
Sign up free to preview peer percentile detail
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 | $7,958 | $52,353-84.8% | $120,225-93.4% | $82,448-90.3% |
| Participation rate | 13.0% | 58.3%-45.4pp | 69.6%-56.6pp | 68.1%-55.1pp |
| Annual return | 16.33% | 61.85%-45.5pp | 439.23%-422.9pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20 | $4,363-99.5% | $5,696-99.6% | $7,234-99.7% |