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 | $47,316 | $35,183+34.5% | $73,545-35.7% | $70,124-32.5% |
| Participation rate | 12.5% | 42.9%-30.4pp | 54.9%-42.4pp | 69.5%-57.0pp |
| Annual return | 19.33% | 26.90%-7.6pp | -15.16%+34.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $133 | $709-81.2% | $1,219-89.1% | $2,342-94.3% |
| Participant deferral / active EE | $479 | $1,220-60.8% | $1,806-73.5% | $3,332-85.6% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |