Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,083 | $69,383-52.3% | $101,275-67.3% | $73,497-55.0% |
| Participation rate | 51.5% | 68.4%-16.9pp | 75.8%-24.4pp | 70.7%-19.2pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,432 | $2,628-45.5% | $3,660-60.9% | $2,270-36.9% |
| Participant deferral / active EE | $2,146 | $3,301-35.0% | $4,371-50.9% | $3,740-42.6% |
| Admin fee / account holder | $141 | $704-80.0% | $5,948-97.6% | $513-72.6% |