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 | $82,412 | $86,701-4.9% | $73,309+12.4% | $125,388-34.3% |
| Participation rate | 63.6% | 78.6%-15.0pp | 74.9%-11.3pp | 83.2%-19.6pp |
| Annual return | -0.77% | 2.78%-3.6pp | 5.67%-6.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,494 | $5,549-37.0% | $4,991-30.0% | $5,352-34.7% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |