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 | $50,928 | $83,337-38.9% | $67,834-24.9% | $273,972-81.4% |
| Participation rate | 52.4% | 76.4%-24.1pp | 68.8%-16.4pp | 83.0%-30.6pp |
| Annual return | 5.70% | 259.45%-253.7pp | 138.47%-132.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,245 | $3,287-62.1% | $2,403-48.2% | $4,869-74.4% |
| Participant deferral / active EE | $1,987 | $4,088-51.4% | $3,160-37.1% | $5,287-62.4% |
| Admin fee / account holder | $140 | $6,752-97.9% | $4,622-97.0% | $10,133-98.6% |