Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,827 | $48,011-71.2% | $63,803-78.3% | $82,637-83.3% |
| Participation rate | 15.2% | 66.6%-51.4pp | 72.7%-57.5pp | 68.1%-52.8pp |
| Annual return | 15.60% | 19.84%-4.2pp | 543.72%-528.1pp | 53.51%-37.9pp |
| Employer contribution / active EE | $569 | $1,904-70.1% | $2,532-77.5% | $2,552-77.7% |
| Participant deferral / active EE | $1,278 | $2,846-55.1% | $3,843-66.7% | $4,126-69.0% |
| Admin fee / account holder | $210 | $3,873-94.6% | $5,196-96.0% | $7,339-97.1% |