Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,575 | $79,471-22.5% | $112,040-45.0% | - |
| Participation rate | 64.6% | 71.4%-6.8pp | 76.5%-11.8pp | - |
| Annual return | 26.98% | 14.66%+12.3pp | 24.52%+2.5pp | - |
| Employer contribution / active EE | $0 | $2,224-100.0% | $2,954-100.0% | - |
| Participant deferral / active EE | $3,372 | $4,552-25.9% | $5,098-33.9% | - |
| Admin fee / account holder | $257 | $4,544-94.3% | $12,098-97.9% | - |