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 | $36,166 | $56,110-35.5% | $94,993-61.9% | $70,126-48.4% |
| Participation rate | 19.4% | 65.0%-45.6pp | 73.9%-54.4pp | 69.5%-50.1pp |
| Annual return | 26.60% | 51.02%-24.4pp | 27.14%-0.5pp | 73.15%-46.5pp |
| Employer contribution / active EE | $476 | $1,442-67.0% | $2,603-81.7% | $2,343-79.7% |
| Participant deferral / active EE | $1,243 | $2,391-48.0% | $3,317-62.5% | $3,332-62.7% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |