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 | $59,768 | $93,346-36.0% | $71,796-16.8% | $273,972-78.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 6.77% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,162 | $2,733-57.5% | $1,924-39.6% | $4,869-76.1% |
| Participant deferral / active EE | $3,315 | $3,475-4.6% | $2,794+18.6% | $5,287-37.3% |
| Admin fee / account holder | $227 | $6,571-96.5% | $4,815-95.3% | $10,133-97.8% |