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 | $44,032 | $73,988-40.5% | $96,538-54.4% | $75,177-41.4% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 13.38% | 26.73%-13.3pp | 35.74%-22.4pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,171 | $2,930-60.0% | $3,740-68.7% | $2,671-56.1% |
| Participant deferral / active EE | $3,242 | $3,660-11.4% | $4,880-33.6% | $4,126-21.4% |
| Admin fee / account holder | $291 | $5,220-94.4% | $6,737-95.7% | $5,651-94.9% |