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 | $20,211 | $49,976-59.6% | $66,674-69.7% | $82,637-75.5% |
| Participation rate | 37.7% | 63.1%-25.4pp | 73.7%-36.0pp | 68.1%-30.3pp |
| Annual return | 20.38% | 39.09%-18.7pp | 321.24%-300.9pp | 53.51%-33.1pp |
| Employer contribution / active EE | $790 | $1,988-60.3% | $2,620-69.8% | $2,552-69.0% |
| Participant deferral / active EE | $1,660 | $2,847-41.7% | $4,084-59.4% | $4,126-59.8% |
| Admin fee / account holder | $267 | $4,594-94.2% | $5,098-94.8% | $7,339-96.4% |