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 | $45,609 | $64,311-29.1% | $57,356-20.5% | $125,389-63.6% |
| Participation rate | 27.3% | 78.6%-51.4pp | 75.1%-47.8pp | 83.2%-55.9pp |
| Annual return | 0.93% | 25.14%-24.2pp | 24.41%-23.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,521 | $3,846-60.5% | $3,162-51.9% | $5,352-71.6% |
| Admin fee / account holder | $227 | $5,243-95.7% | $3,357-93.2% | $9,541-97.6% |