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 | $40,407 | $142,361-71.6% | $119,608-66.2% | $134,509-70.0% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -16.35% | -12.46%-3.9pp | -14.98%-1.4pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,423 | $5,224-72.8% | $4,232-66.4% | $4,741-70.0% |
| Participant deferral / active EE | $3,380 | $6,468-47.7% | $5,601-39.7% | $6,400-47.2% |
| Admin fee / account holder | $254 | $13,588-98.1% | $10,326-97.5% | $11,427-97.8% |