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 | $16,020 | $65,712-75.6% | $57,196-72.0% | $273,972-94.2% |
| Participation rate | 56.3% | 78.3%-22.1pp | 75.3%-19.1pp | 83.0%-26.8pp |
| Annual return | 10.94% | 22.01%-11.1pp | 14.59%-3.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $546 | $3,280-83.3% | $2,683-79.6% | $4,869-88.8% |
| Participant deferral / active EE | $4,372 | $3,782+15.6% | $3,096+41.2% | $5,287-17.3% |
| Admin fee / account holder | $59 | $4,838-98.8% | $3,141-98.1% | $10,133-99.4% |