Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,234 | $81,276-53.0% | $155,574-75.4% | $80,925-52.8% |
| Participation rate | 26.9% | 66.2%-39.3pp | 78.2%-51.3pp | 67.7%-40.7pp |
| Annual return | 19.67% | 33.36%-13.7pp | 64.87%-45.2pp | 35.65%-16.0pp |
| Employer contribution / active EE | $439 | $3,103-85.8% | $4,676-90.6% | $2,756-84.1% |
| Participant deferral / active EE | $2,474 | $3,453-28.4% | $5,629-56.1% | $4,299-42.4% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |