Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,519 | $157,304-81.2% | $141,197-79.1% | $152,909-80.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 34.82% | 64.34%-29.5pp | 71.41%-36.6pp | 345.46%-310.6pp |
| Employer contribution / active EE | $2,925 | $5,263-44.4% | $4,736-38.2% | $4,764-38.6% |
| Participant deferral / active EE | $4,630 | $7,111-34.9% | $6,710-31.0% | $5,851-20.9% |
| Admin fee / account holder | $39 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |