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 | $52,412 | $84,236-37.8% | $170,435-69.2% | $70,126-25.3% |
| Participation rate | 59.0% | 70.8%-11.9pp | 83.6%-24.6pp | 69.5%-10.6pp |
| Annual return | 15.86% | 23.06%-7.2pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,703 | $3,387-49.7% | $5,432-68.6% | $2,343-27.3% |
| Participant deferral / active EE | $3,600 | $3,086+16.7% | $4,939-27.1% | $3,332+8.1% |
| Admin fee / account holder | $1 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |