Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,104 | $96,388-66.7% | $80,627-60.2% | $139,466-77.0% |
| Participation rate | 36.8% | 73.6%-36.8pp | 67.0%-30.2pp | 80.3%-43.5pp |
| Annual return | 23.54% | 1352.08%-1328.5pp | 936.76%-913.2pp | 373.66%-350.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,745 | $5,224-9.2% | $4,443+6.8% | $6,712-29.3% |
| Admin fee / account holder | $98 | $6,603-98.5% | $5,381-98.2% | $11,409-99.1% |