Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,337 | $157,276-81.3% | $141,177-79.2% | $152,885-80.8% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 21.16% | 64.33%-43.2pp | 71.40%-50.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $1,672 | $5,262-68.2% | $4,736-64.7% | $4,763-64.9% |
| Participant deferral / active EE | $6,251 | $7,110-12.1% | $6,710-6.8% | $5,851+6.8% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |