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 | $29,982 | $65,395-54.2% | $182,531-83.6% | $72,983-58.9% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 26.63% | 27.68%-1.1pp | 148.57%-121.9pp | 81.01%-54.4pp |
| Employer contribution / active EE | $505 | $1,911-73.6% | $4,075-87.6% | $2,440-79.3% |
| Participant deferral / active EE | $3,500 | $3,563-1.8% | $5,525-36.7% | $3,608-3.0% |
| Admin fee / account holder | $82 | $4,245-98.1% | $8,593-99.0% | $5,124-98.4% |