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 | $20,505 | $40,263-49.1% | $57,347-64.2% | $59,632-65.6% |
| Participation rate | 63.6% | 69.2%-5.5pp | 75.1%-11.5pp | 68.7%-5.0pp |
| Annual return | 1.54% | 27.50%-26.0pp | 24.40%-22.9pp | 2041.32%-2039.8pp |
| Employer contribution / active EE | $725 | $1,922-62.3% | $2,689-73.0% | $2,203-67.1% |
| Participant deferral / active EE | $1,524 | $2,400-36.5% | $3,162-51.8% | $3,192-52.3% |
| Admin fee / account holder | $67 | $2,819-97.6% | $3,356-98.0% | $4,297-98.4% |