Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,280 | $95,895-80.9% | $79,576-77.0% | $134,509-86.4% |
| Participation rate | 38.9% | 75.0%-36.1pp | 69.5%-30.6pp | 81.2%-42.3pp |
| Annual return | -19.62% | -2.72%-16.9pp | 0.15%-19.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $548 | $3,128-82.5% | $2,413-77.3% | $4,741-88.4% |
| Participant deferral / active EE | $2,750 | $4,693-41.4% | $3,985-31.0% | $6,400-57.0% |
| Admin fee / account holder | $234 | $9,129-97.4% | $6,834-96.6% | $11,427-97.9% |