Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,884 | $58,057-70.9% | $97,032-82.6% | $86,983-80.6% |
| Participation rate | 51.6% | 60.4%-8.7pp | 71.6%-20.0pp | 69.5%-17.9pp |
| Annual return | 21.17% | 22.26%-1.1pp | 35.38%-14.2pp | 25.83%-4.7pp |
| Employer contribution / active EE | $734 | $1,663-55.9% | $2,629-72.1% | $2,584-71.6% |
| Participant deferral / active EE | $1,819 | $3,244-43.9% | $4,672-61.1% | $4,194-56.6% |
| Admin fee / account holder | $240 | $4,839-95.0% | $9,418-97.5% | $7,856-96.9% |