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 | $46,986 | $153,311-69.4% | $109,313-57.0% | $273,972-82.9% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 8.51% | 29.86%-21.3pp | 22.07%-13.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,027 | $5,619-81.7% | $3,892-73.6% | $4,869-78.9% |
| Participant deferral / active EE | $4,005 | $3,932+1.9% | $3,166+26.5% | $5,287-24.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |