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 | $6,759 | $34,316-80.3% | $74,723-91.0% | $72,976-90.7% |
| Participation rate | 60.6% | 42.4%+18.2pp | 54.5%+6.1pp | 69.5%-8.9pp |
| Annual return | 33.74% | 26.58%+7.2pp | 753.18%-719.4pp | 81.02%-47.3pp |
| Employer contribution / active EE | $996 | $692+44.0% | $1,084-8.1% | $2,440-59.2% |
| Participant deferral / active EE | $2,078 | $1,272+63.4% | $1,962+6.0% | $3,608-42.4% |
| Admin fee / account holder | $155 | $2,125-92.7% | $3,335-95.4% | $5,124-97.0% |