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 | $39,034 | $88,707-56.0% | $74,184-47.4% | $273,972-85.8% |
| Participation rate | 29.4% | 79.4%-50.0pp | 76.6%-47.2pp | 83.0%-53.6pp |
| Annual return | 8.78% | 11.94%-3.2pp | 17.74%-9.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $738 | $3,159-76.6% | $2,370-68.9% | $4,869-84.8% |
| Participant deferral / active EE | $2,849 | $4,212-32.3% | $3,550-19.7% | $5,287-46.1% |
| Admin fee / account holder | $279 | $8,717-96.8% | $5,586-95.0% | $10,133-97.2% |