Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $80,758 | $36,948+118.6% | $73,658+9.6% | $87,485-7.7% |
| Participation rate | 10.8% | 46.8%-36.0pp | 57.0%-46.2pp | 68.9%-58.1pp |
| Annual return | 24.37% | 28.64%-4.3pp | 29.72%-5.3pp | 26.06%-1.7pp |
| Employer contribution / active EE | $402 | $670-40.0% | $1,032-61.1% | $2,596-84.5% |
| Participant deferral / active EE | $1,756 | $1,379+27.3% | $2,062-14.8% | $4,274-58.9% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |