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 | $29,993 | $102,385-70.7% | $147,080-79.6% | $80,935-62.9% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.7%-15.7pp |
| Annual return | 12.96% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,767 | $3,717-52.5% | $4,933-64.2% | $2,757-35.9% |
| Participant deferral / active EE | $3,927 | $6,651-41.0% | $8,066-51.3% | $4,299-8.7% |
| Admin fee / account holder | $95 | $7,951-98.8% | $12,989-99.3% | $6,924-98.6% |