Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,224 | $105,623-74.2% | $87,502-68.9% | $273,972-90.1% |
| Participation rate | 29.4% | 78.2%-48.8pp | 73.8%-44.4pp | 83.0%-53.6pp |
| Annual return | 12.61% | 12.26%+0.4pp | 12.21%+0.4pp | 41.46%-28.8pp |
| Employer contribution / active EE | $667 | $3,141-78.8% | $2,550-73.8% | $4,869-86.3% |
| Participant deferral / active EE | $1,936 | $3,601-46.2% | $3,149-38.5% | $5,287-63.4% |
| Admin fee / account holder | $172 | $4,781-96.4% | $4,221-95.9% | $10,133-98.3% |