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 | $56,461 | $176,402-68.0% | $134,155-57.9% | $158,950-64.5% |
| Participation rate | 62.5% | 78.7%-16.2pp | 72.2%-9.7pp | 82.0%-19.5pp |
| Annual return | 7.27% | 63.66%-56.4pp | 36.34%-29.1pp | 302.91%-295.6pp |
| Employer contribution / active EE | $899 | $5,042-82.2% | $3,705-75.7% | $4,762-81.1% |
| Participant deferral / active EE | $1,564 | $4,093-61.8% | $3,500-55.3% | $5,983-73.9% |
| Admin fee / account holder | $62 | $8,719-99.3% | $6,685-99.1% | $11,248-99.5% |