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 | $20,391 | $78,690-74.1% | $161,489-87.4% | $87,485-76.7% |
| Participation rate | 29.2% | 67.5%-38.2pp | 78.7%-49.5pp | 68.9%-39.7pp |
| Annual return | 19.86% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,326 | $3,311-59.9% | $5,630-76.4% | $4,274-69.0% |
| Admin fee / account holder | $285 | $6,724-95.8% | $16,006-98.2% | $7,775-96.3% |