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 | $19,995 | $37,446-46.6% | $77,552-74.2% | $79,856-75.0% |
| Participation rate | 12.5% | 41.5%-29.0pp | 54.2%-41.7pp | 69.6%-57.1pp |
| Annual return | 17.44% | 39.76%-22.3pp | 54.82%-37.4pp | 31.71%-14.3pp |
| Employer contribution / active EE | $153 | $637-76.0% | $987-84.5% | $2,471-93.8% |
| Participant deferral / active EE | $721 | $1,261-42.8% | $1,861-61.3% | $3,741-80.7% |
| Admin fee / account holder | $153 | $2,506-93.9% | $2,859-94.6% | $5,306-97.1% |