Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,004 | $100,147-76.0% | $81,286-70.5% | $145,877-83.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.5%-26.7pp | 80.3%-37.4pp |
| Annual return | 12.37% | 34.44%-22.1pp | 24.80%-12.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $698 | $2,977-76.5% | $2,463-71.6% | $4,663-85.0% |
| Participant deferral / active EE | $905 | $4,607-80.3% | $3,883-76.7% | $6,691-86.5% |
| Admin fee / account holder | $140 | $8,201-98.3% | $5,764-97.6% | $13,402-99.0% |