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 | $36,786 | $29,736+23.7% | $56,033-34.4% | $80,935-54.5% |
| Participation rate | 30.3% | 41.7%-11.4pp | 52.5%-22.2pp | 67.7%-37.4pp |
| Annual return | 12.47% | 35.28%-22.8pp | 1711.38%-1698.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $586 | $671-12.7% | $1,041-43.7% | $2,757-78.7% |
| Participant deferral / active EE | $868 | $1,228-29.4% | $1,954-55.6% | $4,299-79.8% |
| Admin fee / account holder | $22 | $2,434-99.1% | $2,827-99.2% | $6,924-99.7% |