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 | $22,831 | $71,208-67.9% | $93,681-75.6% | $80,911-71.8% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.6%-45.4pp |
| Annual return | 14.02% | 11.27%+2.7pp | 133.47%-119.5pp | 35.63%-21.6pp |
| Employer contribution / active EE | $558 | $1,564-64.4% | $2,422-77.0% | $2,756-79.8% |
| Participant deferral / active EE | $1,621 | $4,035-59.8% | $4,415-63.3% | $4,297-62.3% |
| Admin fee / account holder | $118 | $6,951-98.3% | $8,290-98.6% | $6,935-98.3% |