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 | $76,592 | $103,949-26.3% | $69,182+10.7% | $273,972-72.0% |
| Participation rate | 16.7% | 67.4%-50.7pp | 55.1%-38.4pp | 83.0%-66.3pp |
| Annual return | 7.00% | 35.28%-28.3pp | -21.93%+28.9pp | 41.46%-34.5pp |
| Employer contribution / active EE | $515 | $1,783-71.1% | $1,206-57.3% | $4,869-89.4% |
| Participant deferral / active EE | $3,000 | $2,716+10.4% | $1,897+58.1% | $5,287-43.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |