Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,607 | $69,274-67.4% | $64,097-64.7% | $139,487-83.8% |
| Participation rate | 65.2% | 75.6%-10.4pp | 72.3%-7.1pp | 80.3%-15.1pp |
| Annual return | 25.83% | 46.00%-20.2pp | 33.75%-7.9pp | 373.84%-348.0pp |
| Employer contribution / active EE | $2,384 | $3,187-25.2% | $2,750-13.3% | $4,755-49.9% |
| Participant deferral / active EE | $4,048 | $4,685-13.6% | $3,881+4.3% | $6,713-39.7% |
| Admin fee / account holder | $83 | $4,247-98.1% | $3,070-97.3% | $11,407-99.3% |