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 | $31,686 | $45,050-29.7% | $63,018-49.7% | $70,126-54.8% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 19.26% | 18.76%+0.5pp | 87.62%-68.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,291 | $2,466+33.5% | $3,330-1.1% | $3,332-1.2% |
| Admin fee / account holder | $8 | $2,834-99.7% | $3,601-99.8% | $4,645-99.8% |