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 | $48,635 | $63,082-22.9% | $81,716-40.5% | $79,852-39.1% |
| Participation rate | 33.3% | 67.5%-34.2pp | 72.0%-38.7pp | 69.6%-36.3pp |
| Annual return | 18.20% | 22.66%-4.5pp | 29.49%-11.3pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,457 | $2,780-47.6% | $7,108-79.5% | $3,740-61.1% |
| Admin fee / account holder | $32 | $4,428-99.3% | $5,159-99.4% | $5,306-99.4% |