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 | $25,512 | $77,920-67.3% | $149,723-83.0% | $75,177-66.1% |
| Participation rate | 41.9% | 65.6%-23.7pp | 78.8%-36.9pp | 67.2%-25.3pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $712 | $3,138-77.3% | $4,821-85.2% | $2,671-73.3% |
| Participant deferral / active EE | $1,398 | $3,411-59.0% | $5,682-75.4% | $4,126-66.1% |
| Admin fee / account holder | $206 | $5,951-96.5% | $13,215-98.4% | $5,651-96.4% |