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 | $49,295 | $88,707-44.4% | $74,184-33.6% | $273,972-82.0% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 8.67% | 11.94%-3.3pp | 17.74%-9.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,278 | $3,159-59.5% | $2,370-46.1% | $4,869-73.7% |
| Participant deferral / active EE | $2,923 | $4,212-30.6% | $3,550-17.6% | $5,287-44.7% |
| Admin fee / account holder | $283 | $8,717-96.8% | $5,586-94.9% | $10,133-97.2% |