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 | $33,606 | $82,028-59.0% | $123,105-72.7% | $59,633-43.6% |
| Participation rate | 68.6% | 83.2%-14.6pp | 86.8%-18.2pp | 68.7%-0.1pp |
| Annual return | 1.24% | 5.12%-3.9pp | 13.22%-12.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $5,491 | $3,297+66.6% | $5,151+6.6% | $2,203+149.3% |
| Participant deferral / active EE | $8,493 | $4,667+82.0% | $6,229+36.3% | $3,192+166.1% |
| Admin fee / account holder | $207 | $5,879-96.5% | $9,014-97.7% | $4,297-95.2% |