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 | $18,048 | $115,796-84.4% | $101,264-82.2% | $158,950-88.6% |
| Participation rate | 30.8% | 79.4%-48.6pp | 75.8%-45.0pp | 82.0%-51.2pp |
| Annual return | 51.48% | 56.15%-4.7pp | 46.48%+5.0pp | 302.91%-251.4pp |
| Employer contribution / active EE | $1,195 | $4,175-71.4% | $3,660-67.4% | $4,762-74.9% |
| Participant deferral / active EE | $1,820 | $4,958-63.3% | $4,370-58.4% | $5,983-69.6% |
| Admin fee / account holder | $77 | $7,247-98.9% | $5,947-98.7% | $11,248-99.3% |