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 | $28,517 | $54,357-47.5% | $82,706-65.5% | $68,495-58.4% |
| Participation rate | 45.0% | 63.9%-18.9pp | 72.6%-27.6pp | 67.9%-22.9pp |
| Annual return | -13.91% | -13.67%-0.2pp | 701.76%-715.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,541 | $3,246-52.5% | $4,394-64.9% | $4,028-61.7% |
| Admin fee / account holder | $265 | $4,396-94.0% | $5,329-95.0% | $5,403-95.1% |