Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,116 | $93,124-53.7% | $77,100-44.1% | $134,545-68.0% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -20.84% | 62.68%-83.5pp | 42.35%-63.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,251 | $3,421-63.4% | $2,815-55.6% | $4,742-73.6% |
| Participant deferral / active EE | $6,500 | $5,242+24.0% | $4,430+46.7% | $6,401+1.5% |
| Admin fee / account holder | $219 | $6,970-96.9% | $5,443-96.0% | $11,431-98.1% |