Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,333 | $37,446-43.0% | $77,513-72.5% | $79,852-73.3% |
| Participation rate | 31.8% | 41.5%-9.7pp | 54.2%-22.4pp | 69.6%-37.8pp |
| Annual return | 24.19% | 39.76%-15.6pp | 54.81%-30.6pp | 31.72%-7.5pp |
| Employer contribution / active EE | $566 | $637-11.2% | $987-42.7% | $2,471-77.1% |
| Participant deferral / active EE | $1,470 | $1,261+16.6% | $1,861-21.0% | $3,740-60.7% |
| Admin fee / account holder | $64 | $2,506-97.4% | $2,859-97.8% | $5,306-98.8% |