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 | $67,897 | $72,486-6.3% | $87,103-22.0% | $72,976-7.0% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 23.37% | 24.46%-1.1pp | 28.19%-4.8pp | 81.02%-57.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,185 | $3,270-33.2% | $4,049-46.0% | $3,608-39.4% |
| Admin fee / account holder | $212 | $5,055-95.8% | $7,491-97.2% | $5,124-95.9% |