Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,977 | $90,486-52.5% | $78,676-45.4% | $273,972-84.3% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 3.61% | 75.62%-72.0pp | 62.19%-58.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $221 | $3,175-93.0% | $2,850-92.2% | $4,869-95.5% |
| Participant deferral / active EE | $580 | $3,901-85.1% | $3,517-83.5% | $5,287-89.0% |
| Admin fee / account holder | $201 | $5,263-96.2% | $4,510-95.5% | $10,133-98.0% |