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 | $34,246 | $127,387-73.1% | $115,038-70.2% | $125,389-72.7% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | 0.79% | 31.28%-30.5pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,863 | $5,166-63.9% | $4,608-59.6% | $4,866-61.7% |
| Participant deferral / active EE | $3,829 | $6,423-40.4% | $6,026-36.5% | $5,352-28.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |