Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,041 | $27,639-38.3% | $61,501-72.3% | $68,490-75.1% |
| Participation rate | 12.5% | 39.5%-27.0pp | 52.6%-40.1pp | 67.9%-55.4pp |
| Annual return | 142.58% | -13.19%+155.8pp | 339.04%-196.5pp | -7.85%+150.4pp |
| Employer contribution / active EE | $134 | $696-80.8% | $1,160-88.5% | $2,597-94.9% |
| Participant deferral / active EE | $739 | $1,264-41.5% | $2,125-65.2% | $4,028-81.7% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |