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 | $49,623 | $140,592-64.7% | $123,106-59.7% | $125,388-60.4% |
| Participation rate | 33.3% | 88.2%-54.9pp | 86.8%-53.4pp | 83.2%-49.9pp |
| Annual return | -0.95% | 16.80%-17.7pp | 13.22%-14.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $56 | $11,198-99.5% | $9,015-99.4% | $9,541-99.4% |