Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,245 | $95,453-50.5% | $112,040-57.8% | $82,448-42.7% |
| Participation rate | 35.9% | 72.8%-36.9pp | 76.5%-40.6pp | 68.1%-32.2pp |
| Annual return | 17.02% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $953 | $2,318-58.9% | $2,954-67.7% | $2,551-62.6% |
| Participant deferral / active EE | $2,633 | $4,224-37.7% | $5,098-48.3% | $4,139-36.4% |
| Admin fee / account holder | $238 | $9,013-97.4% | $12,098-98.0% | $7,234-96.7% |