Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,627 | $109,908-39.4% | $97,161-31.4% | $145,978-54.4% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 8.48% | 243.80%-235.3pp | 75.36%-66.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $438 | $3,077-85.8% | $2,723-83.9% | $4,662-90.6% |
| Participant deferral / active EE | $3,032 | $4,679-35.2% | $4,265-28.9% | $6,690-54.7% |
| Admin fee / account holder | $243 | $6,213-96.1% | $5,647-95.7% | $13,400-98.2% |