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 | $48,801 | $95,415-48.9% | $185,851-73.7% | $85,851-43.2% |
| Participation rate | 21.3% | 68.8%-47.5pp | 81.7%-60.4pp | 69.3%-48.0pp |
| Annual return | 25.47% | 23.59%+1.9pp | 122.11%-96.6pp | 318.63%-293.2pp |
| Employer contribution / active EE | $700 | $3,314-78.9% | $5,168-86.5% | $2,565-72.7% |
| Participant deferral / active EE | $1,677 | $3,424-51.0% | $5,569-69.9% | $3,952-57.6% |
| Admin fee / account holder | $57 | $7,215-99.2% | $16,245-99.6% | $6,261-99.1% |