Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,007 | $77,908-57.6% | $149,696-78.0% | $75,173-56.1% |
| Participation rate | 60.4% | 65.6%-5.2pp | 78.8%-18.4pp | 67.2%-6.8pp |
| Annual return | 32.88% | 31.73%+1.2pp | 134.46%-101.6pp | 160.72%-127.8pp |
| Employer contribution / active EE | $1,879 | $3,138-40.1% | $4,821-61.0% | $2,671-29.7% |
| Participant deferral / active EE | $2,719 | $3,411-20.3% | $5,682-52.1% | $4,126-34.1% |
| Admin fee / account holder | $266 | $5,950-95.5% | $13,212-98.0% | $5,651-95.3% |