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 | $33,874 | $45,438-25.5% | $80,004-57.7% | $59,633-43.2% |
| Participation rate | 39.6% | 63.7%-24.1pp | 73.0%-33.4pp | 68.7%-29.0pp |
| Annual return | -0.83% | 5.10%-5.9pp | 7.63%-8.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,017 | $1,236-17.7% | $2,473-58.9% | $2,203-53.8% |
| Participant deferral / active EE | $1,642 | $2,231-26.4% | $3,204-48.7% | $3,192-48.5% |
| Admin fee / account holder | $213 | $3,464-93.8% | $5,033-95.8% | $4,297-95.0% |