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 | $11,346 | $77,419-85.3% | $69,461-83.7% | $152,870-92.6% |
| Participation rate | 64.3% | 78.1%-13.8pp | 74.6%-10.3pp | 82.4%-18.2pp |
| Annual return | 30.63% | 39.07%-8.4pp | 28.97%+1.7pp | 345.34%-314.7pp |
| Employer contribution / active EE | $531 | $3,315-84.0% | $2,779-80.9% | $4,763-88.9% |
| Participant deferral / active EE | $2,954 | $4,414-33.1% | $3,536-16.5% | $5,850-49.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,597-100.0% |