Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,284 | $81,446-70.2% | $103,374-76.5% | $80,874-70.0% |
| Participation rate | 66.1% | 66.9%-0.7pp | 74.5%-8.4pp | 67.6%-1.5pp |
| Annual return | 13.74% | 25.57%-11.8pp | 24.89%-11.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,734 | $3,870-55.2% | $5,058-65.7% | $4,297-59.7% |
| Admin fee / account holder | $151 | $6,715-97.7% | $8,394-98.2% | $6,935-97.8% |