Filed March 17, 2025
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 | $54,691 | $42,383+29.0% | $76,518-28.5% | $64,173-14.8% |
| Participation rate | 69.4% | 58.1%+11.2pp | 68.0%+1.4pp | 69.6%-0.2pp |
| Annual return | -4.78% | -16.54%+11.8pp | -0.27%-4.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,147 | $1,563+37.3% | $2,647-18.9% | $2,381-9.8% |
| Participant deferral / active EE | $4,358 | $2,566+69.8% | $3,836+13.6% | $3,470+25.6% |
| Admin fee / account holder | $77 | $3,198-97.6% | $4,849-98.4% | $4,887-98.4% |