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 | $54,608 | $68,880-20.7% | $120,580-54.7% | $80,959-32.5% |
| Participation rate | 23.3% | 61.7%-38.4pp | 72.0%-48.6pp | 67.7%-44.3pp |
| Annual return | 12.53% | 23.68%-11.1pp | 107.48%-94.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $663 | $2,066-67.9% | $3,469-80.9% | $2,757-75.9% |
| Participant deferral / active EE | $3,728 | $3,191+16.8% | $4,995-25.4% | $4,300-13.3% |
| Admin fee / account holder | $145 | $5,785-97.5% | $9,418-98.5% | $6,925-97.9% |