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 | $54,643 | $97,125-43.7% | $86,233-36.6% | $137,256-60.2% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | 21.41% | 74.19%-52.8pp | 61.39%-40.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $594 | $2,841-79.1% | $2,504-76.3% | $4,156-85.7% |
| Participant deferral / active EE | $2,457 | $5,180-52.6% | $4,559-46.1% | $6,407-61.6% |
| Admin fee / account holder | $17 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |