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 | $50,884 | $141,004-63.9% | $112,273-54.7% | $139,466-63.5% |
| Participation rate | 47.4% | 79.2%-31.8pp | 72.4%-25.1pp | 80.3%-33.0pp |
| Annual return | 12.79% | 32.75%-20.0pp | 30.23%-17.4pp | 373.66%-360.9pp |
| Employer contribution / active EE | $2,553 | $4,285-40.4% | $3,431-25.6% | $4,754-46.3% |
| Participant deferral / active EE | $3,407 | $5,878-42.0% | $4,800-29.0% | $6,712-49.2% |
| Admin fee / account holder | $165 | $9,959-98.3% | $7,752-97.9% | $11,409-98.6% |