Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $63,054 | $99,345-36.5% | $84,753-25.6% | $273,972-77.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 6.36% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $14,077 | $4,214+234.0% | $3,574+293.8% | $4,869+189.1% |
| Participant deferral / active EE | $9,905 | $4,270+132.0% | $3,712+166.9% | $5,287+87.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |