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 | $35,442 | $81,276-56.4% | $155,574-77.2% | $80,925-56.2% |
| Participation rate | 19.2% | 66.2%-47.0pp | 78.2%-59.0pp | 67.7%-48.4pp |
| Annual return | 21.33% | 33.36%-12.0pp | 64.87%-43.5pp | 35.65%-14.3pp |
| Employer contribution / active EE | $389 | $3,103-87.5% | $4,676-91.7% | $2,756-85.9% |
| Participant deferral / active EE | $1,314 | $3,453-61.9% | $5,629-76.7% | $4,299-69.4% |
| Admin fee / account holder | $131 | $7,993-98.4% | $15,914-99.2% | $6,940-98.1% |