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 | $28,750 | $117,623-75.6% | $71,702-59.9% | $134,509-78.6% |
| Participation rate | 50.0% | 68.9%-18.9pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -18.56% | 25.44%-44.0pp | 9.14%-27.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,043 | $2,525-58.7% | $1,704-38.8% | $4,741-78.0% |
| Participant deferral / active EE | $1,177 | $3,759-68.7% | $2,658-55.7% | $6,400-81.6% |
| Admin fee / account holder | $218 | $6,379-96.6% | $3,974-94.5% | $11,427-98.1% |