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 | $20,007 | $158,852-87.4% | $121,220-83.5% | $135,379-85.2% |
| Participation rate | 61.9% | 79.3%-17.4pp | 71.8%-9.9pp | 82.6%-20.7pp |
| Annual return | 3.35% | -0.64%+4.0pp | 16.94%-13.6pp | 519.79%-516.4pp |
| Employer contribution / active EE | $379 | $5,666-93.3% | $4,023-90.6% | $4,779-92.1% |
| Participant deferral / active EE | $1,033 | $4,006-74.2% | $3,345-69.1% | $5,609-81.6% |
| Admin fee / account holder | $236 | $6,515-96.4% | $5,021-95.3% | $10,828-97.8% |