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 | $59,121 | $77,472-23.7% | $100,415-41.1% | $80,959-27.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 67.7%-67.7pp |
| Annual return | 14.47% | 37.26%-22.8pp | 49.47%-35.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,453 | $6,818-49.4% | $8,091-57.3% | $4,300-19.7% |
| Admin fee / account holder | $72 | $5,885-98.8% | $7,906-99.1% | $6,925-99.0% |