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 | $55,522 | $106,247-47.7% | $96,515-42.5% | $139,466-60.2% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 15.38% | 38.47%-23.1pp | 35.73%-20.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $805 | $4,106-80.4% | $3,740-78.5% | $4,754-83.1% |
| Participant deferral / active EE | $3,639 | $5,456-33.3% | $4,880-25.4% | $6,712-45.8% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |