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 | $15,673 | $43,344-63.8% | $59,899-73.8% | $64,173-75.6% |
| Participation rate | 17.3% | 69.2%-51.8pp | 74.7%-57.4pp | 69.6%-52.3pp |
| Annual return | 13.96% | -1.55%+15.5pp | 3.46%+10.5pp | 7.63%+6.3pp |
| Employer contribution / active EE | $475 | $2,030-76.6% | $2,723-82.6% | $2,381-80.1% |
| Participant deferral / active EE | $1,921 | $2,547-24.6% | $3,402-43.5% | $3,470-44.6% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |