Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,288 | $46,877-54.6% | $122,354-82.6% | $70,126-69.6% |
| Participation rate | 55.7% | 58.2%-2.5pp | 71.6%-15.9pp | 69.5%-13.8pp |
| Annual return | 19.95% | 24.22%-4.3pp | 30.28%-10.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,298 | $1,288+0.7% | $4,051-68.0% | $2,343-44.6% |
| Participant deferral / active EE | $2,577 | $2,167+18.9% | $3,287-21.6% | $3,332-22.6% |
| Admin fee / account holder | $251 | $3,324-92.4% | $5,479-95.4% | $4,645-94.6% |