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 | $80,333 | $59,440+35.1% | $78,004+3.0% | $82,637-2.8% |
| Participation rate | 29.4% | 62.8%-33.4pp | 69.4%-40.0pp | 68.1%-38.6pp |
| Annual return | 16.94% | 40.24%-23.3pp | 31.07%-14.1pp | 53.51%-36.6pp |
| Employer contribution / active EE | $843 | $1,750-51.9% | $2,469-65.9% | $2,552-67.0% |
| Participant deferral / active EE | $2,664 | $3,138-15.1% | $4,092-34.9% | $4,126-35.4% |
| Admin fee / account holder | $0 | $5,504-100.0% | $7,578-100.0% | $7,339-100.0% |