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 | $56,679 | $25,979+118.2% | $71,755-21.0% | $68,486-17.2% |
| Participation rate | 34.3% | 54.5%-20.2pp | 62.3%-28.0pp | 67.9%-33.6pp |
| Annual return | -19.04% | -15.10%-3.9pp | 9.09%-28.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $912 | $900+1.2% | $1,704-46.5% | $2,597-64.9% |
| Participant deferral / active EE | $3,343 | $1,522+119.6% | $2,656+25.9% | $4,028-17.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |