Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,502 | $81,446-60.1% | $103,374-68.6% | $80,874-59.8% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 12.13% | 25.57%-13.4pp | 24.89%-12.8pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,626 | $3,107-47.7% | $3,869-58.0% | $2,756-41.0% |
| Participant deferral / active EE | $2,872 | $3,870-25.8% | $5,058-43.2% | $4,297-33.2% |
| Admin fee / account holder | $50 | $6,715-99.3% | $8,394-99.4% | $6,935-99.3% |