Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,902 | $64,462-67.6% | $81,482-74.3% | $80,911-74.2% |
| Participation rate | 37.8% | 63.9%-26.0pp | 69.5%-31.7pp | 67.6%-29.8pp |
| Annual return | 19.69% | 16.35%+3.3pp | 24.79%-5.1pp | 35.63%-15.9pp |
| Employer contribution / active EE | $794 | $1,979-59.9% | $2,463-67.8% | $2,756-71.2% |
| Participant deferral / active EE | $1,270 | $3,094-59.0% | $3,885-67.3% | $4,297-70.4% |
| Admin fee / account holder | $173 | $5,678-97.0% | $5,761-97.0% | $6,935-97.5% |