Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $100,444 | $98,240+2.2% | $82,313+22.0% | $147,585-31.9% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 15.16% | 30.85%-15.7pp | 25.88%-10.7pp | 578.58%-563.4pp |
| Employer contribution / active EE | $745 | $3,192-76.7% | $2,428-69.3% | $4,876-84.7% |
| Participant deferral / active EE | $4,470 | $4,383+2.0% | $3,706+20.6% | $5,439-17.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |