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 | $38,028 | $100,139-62.0% | $85,187-55.4% | $145,884-73.9% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 9.40% | 84.15%-74.8pp | 66.67%-57.3pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,226 | $3,238-62.1% | $2,732-55.1% | $4,662-73.7% |
| Participant deferral / active EE | $971 | $5,296-81.7% | $4,525-78.6% | $6,690-85.5% |
| Admin fee / account holder | $40 | $7,262-99.4% | $6,162-99.3% | $13,392-99.7% |