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 | $10,228 | $39,036-73.8% | $80,784-87.3% | $85,851-88.1% |
| Participation rate | 43.8% | 41.6%+2.2pp | 54.2%-10.4pp | 69.3%-25.6pp |
| Annual return | 15.65% | 26.31%-10.7pp | 87.31%-71.7pp | 318.63%-303.0pp |
| Employer contribution / active EE | $478 | $722-33.9% | $1,160-58.8% | $2,565-81.4% |
| Participant deferral / active EE | $664 | $1,326-49.9% | $2,145-69.0% | $3,952-83.2% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |