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 | $61,758 | $91,179-32.3% | $178,499-65.4% | $79,852-22.7% |
| Participation rate | 26.7% | 69.2%-42.5pp | 81.9%-55.3pp | 69.6%-43.0pp |
| Annual return | 14.76% | 24.19%-9.4pp | 151.10%-136.3pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,018 | $3,236-37.6% | $5,202-61.2% | $3,740-46.0% |
| Admin fee / account holder | $137 | $6,749-98.0% | $13,986-99.0% | $5,306-97.4% |