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 | $17,803 | $84,236-78.9% | $170,435-89.6% | $70,126-74.6% |
| Participation rate | 67.9% | 70.8%-3.0pp | 83.6%-15.7pp | 69.5%-1.7pp |
| Annual return | 13.35% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $860 | $3,387-74.6% | $5,432-84.2% | $2,343-63.3% |
| Participant deferral / active EE | $2,221 | $3,086-28.0% | $4,939-55.0% | $3,332-33.3% |
| Admin fee / account holder | $192 | $5,698-96.6% | $13,881-98.6% | $4,645-95.9% |