Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,699 | $50,947-51.5% | $74,551-66.9% | $64,173-61.5% |
| Participation rate | 51.1% | 61.1%-10.0pp | 69.1%-18.1pp | 69.6%-18.5pp |
| Annual return | 132.00% | -1.85%+133.9pp | 32.53%+99.5pp | 7.63%+124.4pp |
| Employer contribution / active EE | $252 | $1,115-77.4% | $1,961-87.2% | $2,381-89.4% |
| Participant deferral / active EE | $2,060 | $2,302-10.5% | $3,108-33.7% | $3,470-40.6% |
| Admin fee / account holder | $5 | $4,221-99.9% | $5,059-99.9% | $4,887-99.9% |