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 | $75,541-80.5% | $152,093-90.3% | $82,637-82.2% |
| Participation rate | 28.1% | 66.5%-38.4pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 18.00% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $781 | $2,622-70.2% | $4,175-81.3% | $2,552-69.4% |
| Participant deferral / active EE | $1,822 | $3,206-43.2% | $5,451-66.6% | $4,126-55.8% |
| Admin fee / account holder | $90 | $6,405-98.6% | $14,497-99.4% | $7,339-98.8% |