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 | $52,380 | $117,846-55.6% | $102,434-48.9% | $145,884-64.1% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 12.01% | 31.90%-19.9pp | 29.46%-17.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $955 | $3,615-73.6% | $3,023-68.4% | $4,662-79.5% |
| Participant deferral / active EE | $2,005 | $5,733-65.0% | $5,055-60.3% | $6,690-70.0% |
| Admin fee / account holder | $5 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |