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 | $26,393 | $140,578-81.2% | $100,671-73.8% | $125,389-79.0% |
| Participation rate | 33.3% | 80.4%-47.1pp | 70.7%-37.4pp | 83.2%-49.9pp |
| Annual return | -2.62% | 24.67%-27.3pp | 20.43%-23.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $767 | $3,981-80.7% | $3,144-75.6% | $5,352-85.7% |
| Admin fee / account holder | $105 | $6,716-98.4% | $4,850-97.8% | $9,541-98.9% |