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 | $60,306 | $32,037+88.2% | $69,182-12.8% | $62,881-4.1% |
| Participation rate | 26.5% | 43.4%-16.9pp | 55.1%-28.6pp | 69.3%-42.8pp |
| Annual return | 7.59% | 15.16%-7.6pp | -21.93%+29.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $275 | $679-59.5% | $1,206-77.2% | $2,281-87.9% |
| Participant deferral / active EE | $605 | $1,185-49.0% | $1,897-68.1% | $3,203-81.1% |
| Admin fee / account holder | $4 | $2,608-99.9% | $2,697-99.9% | $4,296-99.9% |