Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,259 | $50,554-42.1% | $67,681-56.8% | $87,485-66.6% |
| Participation rate | 44.8% | 67.7%-22.9pp | 73.7%-28.9pp | 68.9%-24.1pp |
| Annual return | 23.75% | 17.81%+5.9pp | 590.58%-566.8pp | 26.06%-2.3pp |
| Employer contribution / active EE | $641 | $1,988-67.8% | $2,678-76.1% | $2,596-75.3% |
| Participant deferral / active EE | $1,873 | $2,961-36.7% | $3,976-52.9% | $4,274-56.2% |
| Admin fee / account holder | $127 | $4,132-96.9% | $6,100-97.9% | $7,775-98.4% |