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 | $38,660 | $167,362-76.9% | $143,799-73.1% | $134,532-71.3% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -12.39% | 0.47%-12.9pp | -0.04%-12.3pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,934 | $5,620-65.6% | $4,952-60.9% | $4,741-59.2% |
| Participant deferral / active EE | $3,548 | $6,447-45.0% | $5,638-37.1% | $6,401-44.6% |
| Admin fee / account holder | $34 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |