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 | $19,471 | $81,233-76.0% | $155,567-87.5% | $80,874-75.9% |
| Participation rate | 32.4% | 66.2%-33.8pp | 78.2%-45.8pp | 67.6%-35.2pp |
| Annual return | 17.02% | 33.33%-16.3pp | 64.74%-47.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $557 | $3,101-82.1% | $4,674-88.1% | $2,756-79.8% |
| Participant deferral / active EE | $1,064 | $3,452-69.2% | $5,628-81.1% | $4,297-75.2% |
| Admin fee / account holder | $173 | $7,998-97.8% | $15,916-98.9% | $6,935-97.5% |