Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,072 | $103,392-72.8% | $87,104-67.8% | $152,897-81.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 29.33% | 28.10%+1.2pp | 28.19%+1.1pp | 345.43%-316.1pp |
| Employer contribution / active EE | $1,142 | $3,221-64.5% | $2,521-54.7% | $4,764-76.0% |
| Participant deferral / active EE | $4,863 | $4,778+1.8% | $4,048+20.1% | $5,851-16.9% |
| Admin fee / account holder | $188 | $12,194-98.5% | $7,491-97.5% | $11,599-98.4% |