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 | $60,085 | $100,772-40.4% | $86,690-30.7% | $134,493-55.3% |
| Participation rate | 54.2% | 78.9%-24.8pp | 76.6%-22.4pp | 81.2%-27.1pp |
| Annual return | -9.37% | 29.06%-38.4pp | 35.93%-45.3pp | 418.01%-427.4pp |
| Employer contribution / active EE | $1,711 | $3,490-51.0% | $2,837-39.7% | $4,740-63.9% |
| Participant deferral / active EE | $3,721 | $5,338-30.3% | $4,656-20.1% | $6,400-41.9% |
| Admin fee / account holder | $209 | $10,920-98.1% | $7,490-97.2% | $11,425-98.2% |