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 | $57,214 | $183,516-68.8% | $155,534-63.2% | $145,884-60.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 15.88% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,314 | $5,315-75.3% | $4,675-71.9% | $4,662-71.8% |
| Participant deferral / active EE | $2,264 | $6,467-65.0% | $5,630-59.8% | $6,690-66.2% |
| Admin fee / account holder | $94 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |