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 | $65,207 | $91,760-28.9% | $156,181-58.2% | $67,986-4.1% |
| Participation rate | 20.5% | 65.0%-44.5pp | 78.8%-58.3pp | 57.2%-36.7pp |
| Annual return | 21.24% | 18.14%+3.1pp | 64.87%-43.6pp | 31.67%-10.4pp |
| Employer contribution / active EE | $605 | $2,419-75.0% | $4,294-85.9% | $2,019-70.0% |
| Participant deferral / active EE | $1,799 | $3,960-54.6% | $6,132-70.7% | $3,358-46.4% |
| Admin fee / account holder | $203 | $3,949-94.9% | $14,586-98.6% | $3,203-93.7% |