Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,504 | $54,355-71.5% | $82,744-81.3% | $68,486-77.4% |
| Participation rate | 44.1% | 63.9%-19.8pp | 72.6%-28.4pp | 67.9%-23.8pp |
| Annual return | 11.38% | -13.67%+25.0pp | 702.22%-690.8pp | -7.85%+19.2pp |
| Employer contribution / active EE | $1,218 | $2,219-45.1% | $3,008-59.5% | $2,597-53.1% |
| Participant deferral / active EE | $2,197 | $3,246-32.3% | $4,395-50.0% | $4,028-45.4% |
| Admin fee / account holder | $201 | $4,397-95.4% | $5,325-96.2% | $5,404-96.3% |