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 | $29,891 | $48,118-37.9% | $136,833-78.2% | $94,015-68.2% |
| Participation rate | 28.6% | 47.4%-18.8pp | 59.0%-30.5pp | 70.8%-42.2pp |
| Annual return | 17.43% | 14.65%+2.8pp | 35.32%-17.9pp | 17.84%-0.4pp |
| Employer contribution / active EE | $508 | $821-38.1% | $1,319-61.5% | $2,790-81.8% |
| Participant deferral / active EE | $692 | $1,651-58.1% | $2,441-71.6% | $4,249-83.7% |
| Admin fee / account holder | $0 | $3,059-100.0% | $4,706-100.0% | $8,951-100.0% |