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 | $37,145 | $58,600-36.6% | $83,327-55.4% | $64,173-42.1% |
| Participation rate | 69.6% | 72.0%-2.5pp | 77.8%-8.2pp | 69.6%0pp |
| Annual return | -6.25% | 9.66%-15.9pp | 10.64%-16.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,348 | $2,098-35.8% | $3,379-60.1% | $2,381-43.4% |
| Participant deferral / active EE | $2,771 | $4,656-40.5% | $5,565-50.2% | $3,470-20.1% |
| Admin fee / account holder | $224 | $9,282-97.6% | $7,540-97.0% | $4,887-95.4% |