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 | $25,632 | $57,057-55.1% | $85,009-69.8% | $80,874-68.3% |
| Participation rate | 28.0% | 56.4%-28.4pp | 67.5%-39.5pp | 67.6%-39.6pp |
| Annual return | 21.25% | 21.66%-0.4pp | 66.47%-45.2pp | 35.62%-14.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,676 | $3,112-14.0% | $4,522-40.8% | $4,297-37.7% |
| Admin fee / account holder | $115 | $4,986-97.7% | $6,153-98.1% | $6,935-98.3% |