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 | $25,585 | $232,540-89.0% | $185,117-86.2% | $147,586-82.7% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 25.33% | 43.03%-17.7pp | 40.50%-15.2pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,444 | $5,195-72.2% | $4,182-65.5% | $4,876-70.4% |
| Participant deferral / active EE | $3,274 | $5,834-43.9% | $5,045-35.1% | $5,439-39.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |