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 | $129,181 | $29,733+334.5% | $56,025+130.6% | $80,959+59.6% |
| Participation rate | 9.6% | 41.7%-32.1pp | 52.5%-42.9pp | 67.7%-58.0pp |
| Annual return | 15.54% | 35.28%-19.7pp | 1712.69%-1697.1pp | 35.67%-20.1pp |
| Employer contribution / active EE | $432 | $672-35.6% | $1,042-58.5% | $2,757-84.3% |
| Participant deferral / active EE | $1,278 | $1,229+3.9% | $1,955-34.6% | $4,300-70.3% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |