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 | $48,543 | $94,439-48.6% | $73,658-34.1% | $154,746-68.6% |
| Participation rate | 16.7% | 64.7%-48.0pp | 57.0%-40.4pp | 80.7%-64.0pp |
| Annual return | 18.03% | 28.25%-10.2pp | 29.72%-11.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $185 | $1,257-85.3% | $1,032-82.1% | $4,379-95.8% |
| Participant deferral / active EE | $1,688 | $2,527-33.2% | $2,062-18.1% | $6,730-74.9% |
| Admin fee / account holder | $170 | $3,843-95.6% | $3,357-94.9% | $14,365-98.8% |