Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,552 | $159,934-84.6% | $147,005-83.3% | $145,959-83.2% |
| Participation rate | 29.2% | 84.0%-54.8pp | 82.2%-53.0pp | 80.3%-51.1pp |
| Annual return | 29.65% | 98.24%-68.6pp | 418.76%-389.1pp | 561.95%-532.3pp |
| Employer contribution / active EE | $1,251 | $5,287-76.3% | $4,934-74.7% | $4,661-73.2% |
| Participant deferral / active EE | $3,857 | $8,427-54.2% | $8,070-52.2% | $6,689-42.3% |
| Admin fee / account holder | $67 | $15,053-99.6% | $13,006-99.5% | $13,398-99.5% |