Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,250 | $76,407-44.7% | $150,298-71.9% | $82,448-48.8% |
| Participation rate | 28.1% | 66.4%-38.3pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 15.85% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,254 | $3,214-61.0% | $5,453-77.0% | $4,139-69.7% |
| Admin fee / account holder | $45 | $6,352-99.3% | $14,116-99.7% | $7,234-99.4% |