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 | $24,697 | $81,358-69.6% | $155,556-84.1% | $80,959-69.5% |
| Participation rate | 44.4% | 66.3%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 13.35% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $831 | $3,106-73.2% | $4,675-82.2% | $2,757-69.9% |
| Participant deferral / active EE | $2,255 | $3,455-34.7% | $5,631-59.9% | $4,300-47.6% |
| Admin fee / account holder | $122 | $7,994-98.5% | $15,885-99.2% | $6,925-98.2% |