Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,354 | $48,078-49.3% | $78,676-69.0% | $62,881-61.3% |
| Participation rate | 28.9% | 65.2%-36.3pp | 73.6%-44.6pp | 69.3%-40.4pp |
| Annual return | 18.57% | 31.36%-12.8pp | 62.19%-43.6pp | 20.14%-1.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,972 | $2,587+14.9% | $3,517-15.5% | $3,203-7.2% |
| Admin fee / account holder | $65 | $3,206-98.0% | $4,510-98.5% | $4,296-98.5% |