Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,416 | $96,361-57.0% | $80,607-48.6% | $139,456-70.3% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 27.76% | 1350.95%-1323.2pp | 936.11%-908.4pp | 373.45%-345.7pp |
| Employer contribution / active EE | $1,322 | $3,262-59.5% | $2,724-51.5% | $4,753-72.2% |
| Participant deferral / active EE | $1,749 | $5,232-66.6% | $4,448-60.7% | $6,711-73.9% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |