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 | $25,838 | $57,057-54.7% | $85,009-69.6% | $80,874-68.1% |
| Participation rate | 69.0% | 56.4%+12.6pp | 67.5%+1.5pp | 67.6%+1.3pp |
| Annual return | 19.09% | 21.66%-2.6pp | 66.47%-47.4pp | 35.62%-16.5pp |
| Employer contribution / active EE | $5,909 | $1,799+228.5% | $2,728+116.6% | $2,756+114.4% |
| Participant deferral / active EE | $2,664 | $3,112-14.4% | $4,522-41.1% | $4,297-38.0% |
| Admin fee / account holder | $202 | $4,986-96.0% | $6,153-96.7% | $6,935-97.1% |