Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,459 | $81,262-76.1% | $155,602-87.5% | $80,911-75.9% |
| Participation rate | 51.5% | 66.2%-14.7pp | 78.2%-26.7pp | 67.6%-16.1pp |
| Annual return | 20.63% | 33.34%-12.7pp | 64.81%-44.2pp | 35.63%-15.0pp |
| Employer contribution / active EE | $849 | $3,102-72.6% | $4,675-81.8% | $2,756-69.2% |
| Participant deferral / active EE | $1,995 | $3,451-42.2% | $5,629-64.5% | $4,297-53.6% |
| Admin fee / account holder | $132 | $7,992-98.3% | $15,923-99.2% | $6,935-98.1% |