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 | $48,638 | $88,707-45.2% | $74,184-34.4% | $273,972-82.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 9.58% | 11.94%-2.4pp | 17.74%-8.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $798 | $3,159-74.7% | $2,370-66.3% | $4,869-83.6% |
| Participant deferral / active EE | $3,014 | $4,212-28.4% | $3,550-15.1% | $5,287-43.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |