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 | $18,848 | $95,601-80.3% | $77,183-75.6% | $139,456-86.5% |
| Participation rate | 58.8% | 74.0%-15.1pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 24.30% | 54.96%-30.7pp | 37.89%-13.6pp | 373.45%-349.2pp |
| Employer contribution / active EE | $1,305 | $3,145-58.5% | $2,534-48.5% | $4,753-72.5% |
| Participant deferral / active EE | $2,062 | $4,623-55.4% | $3,833-46.2% | $6,711-69.3% |
| Admin fee / account holder | $14 | $8,302-99.8% | $5,475-99.7% | $11,407-99.9% |