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 | $50,408 | $60,349-16.5% | $74,184-32.1% | $62,881-19.8% |
| Participation rate | 45.7% | 72.7%-27.1pp | 76.6%-31.0pp | 69.3%-23.7pp |
| Annual return | 5.97% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,484 | $2,856-48.0% | $3,550-58.2% | $3,203-53.7% |
| Admin fee / account holder | $185 | $4,261-95.7% | $5,586-96.7% | $4,296-95.7% |