Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,435 | $81,504-30.8% | $102,437-44.9% | $80,959-30.3% |
| Participation rate | 51.9% | 66.9%-15.0pp | 74.5%-22.7pp | 67.7%-15.8pp |
| Annual return | 28.09% | 25.60%+2.5pp | 24.95%+3.1pp | 35.67%-7.6pp |
| Employer contribution / active EE | $828 | $3,104-73.3% | $3,871-78.6% | $2,757-70.0% |
| Participant deferral / active EE | $2,499 | $3,871-35.4% | $5,060-50.6% | $4,300-41.9% |
| Admin fee / account holder | $79 | $6,719-98.8% | $8,388-99.1% | $6,925-98.9% |