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 | $21,093 | $88,707-76.2% | $74,184-71.6% | $273,972-92.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 12.10% | 11.94%+0.2pp | 17.74%-5.6pp | 41.46%-29.4pp |
| Employer contribution / active EE | $1,940 | $3,159-38.6% | $2,370-18.2% | $4,869-60.2% |
| Participant deferral / active EE | $4,155 | $4,212-1.4% | $3,550+17.0% | $5,287-21.4% |
| Admin fee / account holder | $47 | $8,717-99.5% | $5,586-99.2% | $10,133-99.5% |