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 | $25,817 | $29,319-11.9% | $52,425-50.8% | $82,448-68.7% |
| Participation rate | 44.0% | 46.9%-2.9pp | 55.6%-11.6pp | 68.1%-24.1pp |
| Annual return | 31.03% | 535.20%-504.2pp | 302.12%-271.1pp | 41.64%-10.6pp |
| Employer contribution / active EE | $300 | $586-48.8% | $914-67.2% | $2,551-88.2% |
| Participant deferral / active EE | $303 | $1,171-74.1% | $1,790-83.0% | $4,139-92.7% |
| Admin fee / account holder | $233 | $1,962-88.1% | $2,495-90.6% | $7,234-96.8% |