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 | $39,670 | $91,167-56.5% | $178,498-77.8% | $79,858-50.3% |
| Participation rate | 48.5% | 69.2%-20.7pp | 81.9%-33.4pp | 69.6%-21.2pp |
| Annual return | 19.18% | 24.19%-5.0pp | 151.09%-131.9pp | 31.72%-12.5pp |
| Employer contribution / active EE | $1,839 | $3,255-43.5% | $5,011-63.3% | $2,471-25.6% |
| Participant deferral / active EE | $3,645 | $3,236+12.6% | $5,202-29.9% | $3,740-2.6% |
| Admin fee / account holder | $166 | $6,747-97.5% | $13,985-98.8% | $5,306-96.9% |