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 | $47,249 | $50,947-7.3% | $74,551-36.6% | $64,173-26.4% |
| Participation rate | 57.6% | 61.1%-3.5pp | 69.1%-11.6pp | 69.6%-12.0pp |
| Annual return | -3.11% | -1.85%-1.3pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,156 | $1,115+3.7% | $1,961-41.0% | $2,381-51.4% |
| Participant deferral / active EE | $2,710 | $2,302+17.8% | $3,108-12.8% | $3,470-21.9% |
| Admin fee / account holder | $2 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |