Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,466 | $93,345-59.9% | $119,126-68.5% | $87,485-57.2% |
| Participation rate | 56.0% | 68.7%-12.7pp | 75.8%-19.8pp | 68.9%-12.9pp |
| Annual return | 20.33% | 19.08%+1.2pp | 282.11%-261.8pp | 26.06%-5.7pp |
| Employer contribution / active EE | $2,107 | $3,172-33.6% | $4,034-47.8% | $2,596-18.9% |
| Participant deferral / active EE | $3,608 | $4,099-12.0% | $5,318-32.2% | $4,274-15.6% |
| Admin fee / account holder | $237 | $8,039-97.0% | $10,693-97.8% | $7,775-96.9% |