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 | $42,698 | $95,188-55.1% | $76,518-44.2% | $135,380-68.5% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -0.86% | 4.85%-5.7pp | -0.27%-0.6pp | 519.81%-520.7pp |
| Employer contribution / active EE | $1,446 | $3,303-56.2% | $2,647-45.4% | $4,779-69.8% |
| Participant deferral / active EE | $4,379 | $4,640-5.6% | $3,836+14.2% | $5,609-21.9% |
| Admin fee / account holder | $168 | $6,249-97.3% | $4,849-96.5% | $10,828-98.4% |