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 | $86,108 | $48,078+79.1% | $78,676+9.4% | $62,881+36.9% |
| Participation rate | 10.8% | 65.2%-54.4pp | 73.6%-62.8pp | 69.3%-58.5pp |
| Annual return | 21.50% | 31.36%-9.9pp | 62.19%-40.7pp | 20.14%+1.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,411 | $2,587-45.5% | $3,517-59.9% | $3,203-56.0% |
| Admin fee / account holder | $16 | $3,206-99.5% | $4,510-99.6% | $4,296-99.6% |