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 | $32,645 | $81,668-60.0% | $58,507-44.2% | $139,487-76.6% |
| Participation rate | 54.5% | 61.3%-6.8pp | 50.9%+3.7pp | 80.3%-25.8pp |
| Annual return | 16.85% | 7430.07%-7413.2pp | 4252.32%-4235.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $389 | $1,398-72.2% | $1,053-63.0% | $4,755-91.8% |
| Participant deferral / active EE | $4,793 | $2,554+87.7% | $1,922+149.3% | $6,713-28.6% |
| Admin fee / account holder | $131 | $3,212-95.9% | $2,486-94.7% | $11,407-98.9% |