Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,928 | $52,580-58.3% | $71,671-69.4% | $70,126-68.7% |
| Participation rate | 35.9% | 60.9%-25.0pp | 68.7%-32.8pp | 69.5%-33.6pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $645 | $1,616-60.1% | $2,460-73.8% | $2,343-72.5% |
| Participant deferral / active EE | $1,177 | $2,386-50.7% | $3,438-65.8% | $3,332-64.7% |
| Admin fee / account holder | $180 | $3,653-95.1% | $5,558-96.8% | $4,645-96.1% |