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 | $14,232 | $37,446-62.0% | $77,513-81.6% | $79,852-82.2% |
| Participation rate | 48.5% | 41.5%+7.0pp | 54.2%-5.7pp | 69.6%-21.2pp |
| Annual return | 25.22% | 39.76%-14.5pp | 54.81%-29.6pp | 31.72%-6.5pp |
| Employer contribution / active EE | $570 | $637-10.6% | $987-42.2% | $2,471-76.9% |
| Participant deferral / active EE | $1,706 | $1,261+35.3% | $1,861-8.3% | $3,740-54.4% |
| Admin fee / account holder | $128 | $2,506-94.9% | $2,859-95.5% | $5,306-97.6% |