Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,817 | $51,184-61.3% | $66,439-70.2% | $86,983-77.2% |
| Participation rate | 34.5% | 68.5%-34.0pp | 74.5%-40.0pp | 69.5%-35.1pp |
| Annual return | 14.57% | 17.07%-2.5pp | 757.66%-743.1pp | 25.83%-11.3pp |
| Employer contribution / active EE | $683 | $2,023-66.3% | $2,637-74.1% | $2,584-73.6% |
| Participant deferral / active EE | $1,520 | $2,927-48.1% | $3,876-60.8% | $4,194-63.8% |
| Admin fee / account holder | $154 | $4,154-96.3% | $6,173-97.5% | $7,856-98.0% |