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 | $47,604 | $67,823-29.8% | $52,425-9.2% | $137,256-65.3% |
| Participation rate | 11.1% | 63.9%-52.8pp | 55.6%-44.5pp | 80.0%-68.8pp |
| Annual return | 25.35% | 219.11%-193.8pp | 302.12%-276.8pp | 220.34%-195.0pp |
| Employer contribution / active EE | $450 | $1,163-61.3% | $914-50.8% | $4,156-89.2% |
| Participant deferral / active EE | $3,962 | $2,288+73.1% | $1,790+121.3% | $6,407-38.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |