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 | $20,765 | $41,377-49.8% | $109,313-81.0% | $62,881-67.0% |
| Participation rate | 44.1% | 57.5%-13.5pp | 71.3%-27.2pp | 69.3%-25.2pp |
| Annual return | 8.04% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $596 | $1,276-53.3% | $3,892-84.7% | $2,281-73.9% |
| Participant deferral / active EE | $2,715 | $2,045+32.8% | $3,166-14.3% | $3,203-15.2% |
| Admin fee / account holder | $289 | $2,884-90.0% | $5,666-94.9% | $4,296-93.3% |