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 | $14,726 | $76,407-80.7% | $150,298-90.2% | $82,448-82.1% |
| Participation rate | 28.1% | 66.4%-38.3pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 18.00% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $781 | $2,614-70.1% | $4,154-81.2% | $2,551-69.4% |
| Participant deferral / active EE | $1,822 | $3,214-43.3% | $5,453-66.6% | $4,139-56.0% |
| Admin fee / account holder | $90 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |