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 | $14,279 | $46,689-69.4% | $117,498-87.8% | $68,495-79.2% |
| Participation rate | 52.0% | 56.8%-4.8pp | 70.6%-18.6pp | 67.9%-15.9pp |
| Annual return | -19.19% | -14.52%-4.7pp | 29.75%-48.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,130 | $1,505-24.9% | $4,178-72.9% | $2,596-56.5% |
| Participant deferral / active EE | $3,162 | $2,637+19.9% | $4,071-22.3% | $4,028-21.5% |
| Admin fee / account holder | $37 | $4,021-99.1% | $5,646-99.3% | $5,403-99.3% |