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 | $70,022 | $168,635-58.5% | $147,617-52.6% | $125,389-44.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.77% | 77.65%-79.4pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,697 | $6,252-40.9% | $5,564-33.6% | $4,866-24.0% |
| Participant deferral / active EE | $5,902 | $5,507+7.2% | $4,895+20.6% | $5,352+10.3% |
| Admin fee / account holder | $250 | $13,580-98.2% | $11,612-97.8% | $9,541-97.4% |