Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,790 | $81,504-62.2% | $102,437-69.9% | $80,959-62.0% |
| Participation rate | 63.0% | 66.9%-3.9pp | 74.5%-11.5pp | 67.7%-4.7pp |
| Annual return | 15.49% | 25.60%-10.1pp | 24.95%-9.5pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,167 | $3,104+34.3% | $3,871+7.7% | $2,757+51.1% |
| Participant deferral / active EE | $4,802 | $3,871+24.1% | $5,060-5.1% | $4,300+11.7% |
| Admin fee / account holder | $296 | $6,719-95.6% | $8,388-96.5% | $6,925-95.7% |