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 | $12,577 | $54,757-77.0% | $90,304-86.1% | $72,975-82.8% |
| Participation rate | 44.2% | 65.2%-21.0pp | 73.3%-29.1pp | 69.5%-25.3pp |
| Annual return | 18.35% | 30.63%-12.3pp | 78.13%-59.8pp | 81.01%-62.7pp |
| Employer contribution / active EE | $408 | $2,093-80.5% | $2,855-85.7% | $2,440-83.3% |
| Participant deferral / active EE | $1,791 | $2,887-38.0% | $3,885-53.9% | $3,608-50.4% |
| Admin fee / account holder | $197 | $3,973-95.0% | $5,354-96.3% | $5,124-96.2% |