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 | $29,023 | $99,079-70.7% | $78,002-62.8% | $273,972-89.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 7.15% | 217.93%-210.8pp | 425.99%-418.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,387 | $3,308-58.1% | $2,470-43.9% | $4,869-71.5% |
| Participant deferral / active EE | $1,821 | $4,306-57.7% | $3,497-47.9% | $5,287-65.6% |
| Admin fee / account holder | $223 | $8,954-97.5% | $5,481-95.9% | $10,133-97.8% |