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 | $47,746 | $81,358-41.3% | $155,556-69.3% | $80,959-41.0% |
| Participation rate | 54.5% | 66.3%-11.7pp | 78.2%-23.7pp | 67.7%-13.1pp |
| Annual return | 12.79% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $460 | $3,106-85.2% | $4,675-90.2% | $2,757-83.3% |
| Participant deferral / active EE | $1,254 | $3,455-63.7% | $5,631-77.7% | $4,300-70.8% |
| Admin fee / account holder | $255 | $7,994-96.8% | $15,885-98.4% | $6,925-96.3% |