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 | $49,980 | $72,269-30.8% | $101,271-50.6% | $79,852-37.4% |
| Participation rate | 60.9% | 68.5%-7.6pp | 75.8%-14.9pp | 69.6%-8.8pp |
| Annual return | 17.28% | 22.29%-5.0pp | 46.48%-29.2pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,457 | $2,692-45.9% | $3,660-60.2% | $2,471-41.1% |
| Participant deferral / active EE | $4,539 | $3,282+38.3% | $4,371+3.9% | $3,740+21.4% |
| Admin fee / account holder | $273 | $4,401-93.8% | $5,948-95.4% | $5,306-94.8% |