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 | $31,417 | $87,016-63.9% | $63,244-50.3% | $125,388-74.9% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.0%-11.0pp | 83.2%-23.2pp |
| Annual return | -4.02% | 21.71%-25.7pp | -70.31%+66.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $7,050 | $3,601+95.8% | $2,322+203.6% | $4,866+44.9% |
| Participant deferral / active EE | $4,200 | $3,939+6.6% | $2,953+42.2% | $5,352-21.5% |
| Admin fee / account holder | $170 | $11,954-98.6% | $5,893-97.1% | $9,541-98.2% |