Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,930 | $51,202-76.7% | $70,548-83.1% | $75,181-84.1% |
| Participation rate | 48.3% | 61.0%-12.7pp | 68.3%-20.1pp | 67.2%-18.9pp |
| Annual return | 23.74% | 30.05%-6.3pp | 32.78%-9.0pp | 160.69%-136.9pp |
| Employer contribution / active EE | $965 | $1,827-47.2% | $2,975-67.6% | $2,671-63.9% |
| Participant deferral / active EE | $1,638 | $2,850-42.5% | $4,567-64.1% | $4,126-60.3% |
| Admin fee / account holder | $174 | $4,094-95.7% | $6,424-97.3% | $5,650-96.9% |