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 | $32,317 | $49,249-34.4% | $70,476-54.1% | $79,852-59.5% |
| Participation rate | 65.6% | 69.2%-3.6pp | 75.1%-9.5pp | 69.6%-4.0pp |
| Annual return | 21.15% | 30.09%-8.9pp | 109.12%-88.0pp | 31.72%-10.6pp |
| Employer contribution / active EE | $992 | $2,100-52.8% | $2,738-63.8% | $2,471-59.8% |
| Participant deferral / active EE | $2,337 | $2,769-15.6% | $3,710-37.0% | $3,740-37.5% |
| Admin fee / account holder | $115 | $2,878-96.0% | $3,847-97.0% | $5,306-97.8% |