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 | $38,683 | $107,809-64.1% | $97,032-60.1% | $155,188-75.1% |
| Participation rate | 40.0% | 75.5%-35.5pp | 71.6%-31.6pp | 80.8%-40.8pp |
| Annual return | 32.92% | 38.06%-5.1pp | 35.38%-2.5pp | 148.84%-115.9pp |
| Employer contribution / active EE | $592 | $2,911-79.7% | $2,629-77.5% | $4,248-86.1% |
| Participant deferral / active EE | $3,392 | $5,129-33.9% | $4,672-27.4% | $6,531-48.1% |
| Admin fee / account holder | $13 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |