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 | $41,831 | $65,367-36.0% | $92,915-55.0% | $72,976-42.7% |
| Participation rate | 52.8% | 68.3%-15.5pp | 76.0%-23.2pp | 69.5%-16.7pp |
| Annual return | 24.12% | 42.11%-18.0pp | 109.45%-85.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $1,171 | $2,594-54.8% | $3,653-67.9% | $2,440-52.0% |
| Participant deferral / active EE | $2,325 | $3,128-25.7% | $4,238-45.1% | $3,608-35.5% |
| Admin fee / account holder | $80 | $4,251-98.1% | $5,796-98.6% | $5,124-98.4% |