Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,958 | $106,749-52.3% | $145,433-65.0% | $82,448-38.2% |
| Participation rate | 46.3% | 75.6%-29.3pp | 82.1%-35.8pp | 68.1%-21.7pp |
| Annual return | 15.84% | 27.59%-11.8pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,074 | $3,444-68.8% | $4,554-76.4% | $2,551-57.9% |
| Participant deferral / active EE | $3,084 | $6,519-52.7% | $7,897-60.9% | $4,139-25.5% |
| Admin fee / account holder | $18 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |