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 | $12,614 | $107,030-88.2% | $73,550-82.9% | $147,586-91.5% |
| Participation rate | 40.0% | 66.4%-26.4pp | 54.9%-14.9pp | 82.8%-42.8pp |
| Annual return | 32.93% | 38.25%-5.3pp | -15.16%+48.1pp | 578.59%-545.7pp |
| Employer contribution / active EE | $1,114 | $1,760-36.7% | $1,219-8.6% | $4,876-77.2% |
| Participant deferral / active EE | $2,955 | $2,458+20.2% | $1,804+63.8% | $5,439-45.7% |
| Admin fee / account holder | $40 | $3,055-98.7% | $2,320-98.3% | $10,886-99.6% |