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 | $65,612 | $52,911+24.0% | $73,309-10.5% | $59,633+10.0% |
| Participation rate | 48.0% | 68.2%-20.2pp | 74.9%-26.9pp | 68.7%-20.7pp |
| Annual return | -0.98% | 12.20%-13.2pp | 5.67%-6.7pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $621 | $1,909-67.4% | $3,237-80.8% | $2,203-71.8% |
| Participant deferral / active EE | $2,636 | $4,069-35.2% | $4,991-47.2% | $3,192-17.4% |
| Admin fee / account holder | $245 | $3,835-93.6% | $5,635-95.7% | $4,297-94.3% |