Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,086 | $67,823-98.4% | $52,425-97.9% | $137,256-99.2% |
| Participation rate | 35.0% | 63.9%-28.9pp | 55.6%-20.6pp | 80.0%-45.0pp |
| Annual return | 28.04% | 219.11%-191.1pp | 302.12%-274.1pp | 220.34%-192.3pp |
| Employer contribution / active EE | $144 | $1,163-87.6% | $914-84.3% | $4,156-96.5% |
| Participant deferral / active EE | $243 | $2,288-89.4% | $1,790-86.4% | $6,407-96.2% |
| Admin fee / account holder | $30 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |