Filed January 15, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,269 | $117,895-71.8% | $102,460-67.5% | $145,897-77.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 15.41% | 31.92%-16.5pp | 29.47%-14.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,136 | $3,619-68.6% | $3,025-62.4% | $4,663-75.6% |
| Participant deferral / active EE | $2,739 | $5,736-52.2% | $5,056-45.8% | $6,689-59.1% |
| Admin fee / account holder | $138 | $13,353-99.0% | $9,460-98.5% | $13,390-99.0% |