Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,697 | $84,953-49.7% | $163,379-73.9% | $82,637-48.3% |
| Participation rate | 31.3% | 65.9%-34.7pp | 76.8%-45.6pp | 68.1%-36.8pp |
| Annual return | 20.06% | 23.07%-3.0pp | 63.41%-43.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $940 | $2,183-56.9% | $3,752-74.9% | $2,552-63.2% |
| Participant deferral / active EE | $2,603 | $4,326-39.8% | $6,282-58.6% | $4,126-36.9% |
| Admin fee / account holder | $23 | $7,921-99.7% | $9,818-99.8% | $7,339-99.7% |