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 | $36,113 | $52,678-31.4% | $75,784-52.3% | $59,633-39.4% |
| Participation rate | 16.4% | 67.2%-50.9pp | 75.8%-59.5pp | 68.7%-52.3pp |
| Annual return | -2.09% | 2.95%-5.0pp | 9.68%-11.8pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $376 | $2,193-82.9% | $3,323-88.7% | $2,203-82.9% |
| Participant deferral / active EE | $1,428 | $2,591-44.9% | $3,652-60.9% | $3,192-55.2% |
| Admin fee / account holder | $270 | $3,610-92.5% | $5,300-94.9% | $4,297-93.7% |