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 | $35,723 | $51,638-30.8% | $68,368-47.7% | $82,448-56.7% |
| Participation rate | 60.7% | 63.6%-2.9pp | 73.8%-13.0pp | 68.1%-7.4pp |
| Annual return | 17.58% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,505 | $2,047-26.5% | $2,649-43.2% | $2,551-41.0% |
| Participant deferral / active EE | $1,777 | $2,914-39.0% | $4,123-56.9% | $4,139-57.1% |
| Admin fee / account holder | $150 | $4,643-96.8% | $5,150-97.1% | $7,234-97.9% |