Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,105 | $61,125-1.7% | $94,057-36.1% | $87,485-31.3% |
| Participation rate | 6.0% | 64.1%-58.1pp | 73.3%-67.3pp | 68.9%-62.9pp |
| Annual return | 20.13% | 35.20%-15.1pp | 480.62%-460.5pp | 26.06%-5.9pp |
| Employer contribution / active EE | $236 | $2,136-88.9% | $2,933-91.9% | $2,596-90.9% |
| Participant deferral / active EE | $843 | $3,260-74.1% | $4,709-82.1% | $4,274-80.3% |
| Admin fee / account holder | $265 | $5,629-95.3% | $7,244-96.3% | $7,775-96.6% |