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 | $42,351 | $93,064-54.5% | $74,577-43.2% | $273,972-84.5% |
| Participation rate | 11.1% | 74.9%-63.8pp | 68.1%-57.0pp | 83.0%-71.9pp |
| Annual return | 29.22% | 26.18%+3.0pp | 20.47%+8.8pp | 41.46%-12.2pp |
| Employer contribution / active EE | $439 | $3,160-86.1% | $2,525-82.6% | $4,869-91.0% |
| Participant deferral / active EE | $778 | $4,160-81.3% | $3,458-77.5% | $5,287-85.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |