Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,318 | $58,627-0.5% | $76,735-24.0% | $82,448-29.3% |
| Participation rate | 12.9% | 63.2%-50.3pp | 69.5%-56.6pp | 68.1%-55.2pp |
| Annual return | 18.29% | 39.10%-20.8pp | 29.77%-11.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $666 | $1,729-61.5% | $2,454-72.8% | $2,551-73.9% |
| Participant deferral / active EE | $1,516 | $3,134-51.6% | $4,088-62.9% | $4,139-63.4% |
| Admin fee / account holder | $273 | $5,323-94.9% | $7,189-96.2% | $7,234-96.2% |