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 | $48,692 | $108,212-55.0% | $77,513-37.2% | $158,966-69.4% |
| Participation rate | 22.2% | 64.4%-42.2pp | 54.2%-32.0pp | 82.0%-59.7pp |
| Annual return | 18.96% | 31.67%-12.7pp | 54.81%-35.8pp | 302.95%-284.0pp |
| Employer contribution / active EE | $155 | $1,325-88.3% | $987-84.3% | $4,762-96.8% |
| Participant deferral / active EE | $488 | $2,455-80.1% | $1,861-73.8% | $5,983-91.8% |
| Admin fee / account holder | $60 | $3,709-98.4% | $2,859-97.9% | $11,250-99.5% |