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 | $36,624 | $68,586-46.6% | $120,380-69.6% | $80,911-54.7% |
| Participation rate | 37.3% | 61.6%-24.3pp | 71.9%-34.7pp | 67.6%-30.4pp |
| Annual return | 19.00% | 23.62%-4.6pp | 107.28%-88.3pp | 35.63%-16.6pp |
| Employer contribution / active EE | $1,290 | $2,053-37.2% | $3,465-62.8% | $2,756-53.2% |
| Participant deferral / active EE | $2,853 | $3,174-10.1% | $4,992-42.8% | $4,297-33.6% |
| Admin fee / account holder | $279 | $5,733-95.1% | $9,421-97.0% | $6,935-96.0% |