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 | $68,674 | $97,881-29.8% | $80,004-14.2% | $125,389-45.2% |
| Participation rate | 36.4% | 77.9%-41.5pp | 73.0%-36.6pp | 83.2%-46.8pp |
| Annual return | 1.98% | 9.36%-7.4pp | 7.63%-5.6pp | 282.24%-280.3pp |
| Employer contribution / active EE | $10,792 | $3,128+245.1% | $2,473+336.5% | $4,866+121.8% |
| Participant deferral / active EE | $1,931 | $3,744-48.4% | $3,204-39.7% | $5,352-63.9% |
| Admin fee / account holder | $57 | $6,278-99.1% | $5,033-98.9% | $9,541-99.4% |