Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,053 | $64,359-58.0% | $90,161-70.0% | $70,126-61.4% |
| Participation rate | 51.7% | 70.4%-18.7pp | 76.9%-25.1pp | 69.5%-17.8pp |
| Annual return | 140.98% | 28.13%+112.8pp | 34.89%+106.1pp | 73.15%+67.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,272 | $4,389-2.7% | $5,287-19.2% | $3,332+28.2% |
| Admin fee / account holder | $69 | $3,945-98.2% | $5,943-98.8% | $4,645-98.5% |