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 | $80,658 | $99,345-18.8% | $84,753-4.8% | $273,972-70.6% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 10.74% | 22.93%-12.2pp | 22.78%-12.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $952 | $4,214-77.4% | $3,574-73.4% | $4,869-80.4% |
| Participant deferral / active EE | $2,310 | $4,270-45.9% | $3,712-37.8% | $5,287-56.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |