Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,678 | $50,554-21.5% | $67,681-41.4% | $87,485-54.6% |
| Participation rate | 38.5% | 67.7%-29.3pp | 73.7%-35.3pp | 68.9%-30.5pp |
| Annual return | 18.57% | 17.81%+0.8pp | 590.58%-572.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $978 | $1,988-50.8% | $2,678-63.5% | $2,596-62.3% |
| Participant deferral / active EE | $1,907 | $2,961-35.6% | $3,976-52.0% | $4,274-55.4% |
| Admin fee / account holder | $183 | $4,132-95.6% | $6,100-97.0% | $7,775-97.6% |