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 | $65,675 | $48,078+36.6% | $78,676-16.5% | $62,881+4.4% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 5.66% | 31.36%-25.7pp | 62.19%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $440 | $2,015-78.2% | $2,850-84.6% | $2,281-80.7% |
| Participant deferral / active EE | $1,758 | $2,587-32.0% | $3,517-50.0% | $3,203-45.1% |
| Admin fee / account holder | $4 | $3,206-99.9% | $4,510-99.9% | $4,296-99.9% |