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 | $58,179 | $99,345-41.4% | $84,753-31.4% | $273,972-78.8% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.63% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,589 | $4,214-62.3% | $3,574-55.5% | $4,869-67.4% |
| Participant deferral / active EE | $1,952 | $4,270-54.3% | $3,712-47.4% | $5,287-63.1% |
| Admin fee / account holder | $23 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |