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 | $26,691 | $109,372-75.6% | $89,414-70.1% | $158,966-83.2% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 11.28% | 345.55%-334.3pp | 245.50%-234.2pp | 302.95%-291.7pp |
| Employer contribution / active EE | $902 | $3,171-71.6% | $2,586-65.1% | $4,762-81.1% |
| Participant deferral / active EE | $1,319 | $4,598-71.3% | $3,890-66.1% | $5,983-78.0% |
| Admin fee / account holder | $212 | $6,156-96.6% | $4,883-95.7% | $11,250-98.1% |