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 | $58,011 | $89,370-35.1% | $141,197-58.9% | $72,976-20.5% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 23.94% | 111.88%-87.9pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $1,941 | $3,115-37.7% | $4,736-59.0% | $2,440-20.5% |
| Participant deferral / active EE | $5,124 | $5,419-5.4% | $6,710-23.6% | $3,608+42.0% |
| Admin fee / account holder | $77 | $5,957-98.7% | $10,265-99.3% | $5,124-98.5% |