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 | $67,392 | $83,908-19.7% | $68,509-1.6% | $125,389-46.3% |
| Participation rate | 57.1% | 78.2%-21.0pp | 74.7%-17.6pp | 83.2%-26.0pp |
| Annual return | 0.48% | 14.48%-14.0pp | 8.27%-7.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,485 | $4,125-39.8% | $3,382-26.5% | $5,352-53.6% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |