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 | $38,176 | $153,311-75.1% | $109,313-65.1% | $273,972-86.1% |
| Participation rate | 39.1% | 80.1%-41.0pp | 71.3%-32.1pp | 83.0%-43.9pp |
| Annual return | 8.11% | 29.86%-21.7pp | 22.07%-14.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $140 | $5,619-97.5% | $3,892-96.4% | $4,869-97.1% |
| Participant deferral / active EE | $368 | $3,932-90.6% | $3,166-88.4% | $5,287-93.0% |
| Admin fee / account holder | $183 | $8,076-97.7% | $5,666-96.8% | $10,133-98.2% |