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 | $91,481 | $142,392-35.8% | $119,622-23.5% | $134,532-32.0% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -17.60% | -12.46%-5.1pp | -14.98%-2.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,675 | $5,224-67.9% | $4,232-60.4% | $4,741-64.7% |
| Participant deferral / active EE | $5,543 | $6,467-14.3% | $5,601-1.0% | $6,401-13.4% |
| Admin fee / account holder | $10 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |