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 | $51,063 | $133,981-61.9% | $112,249-54.5% | $134,532-62.0% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -20.19% | 47.16%-67.4pp | 27.48%-47.7pp | 418.27%-438.5pp |
| Employer contribution / active EE | $900 | $4,040-77.7% | $3,636-75.2% | $4,741-81.0% |
| Participant deferral / active EE | $2,644 | $5,292-50.0% | $4,729-44.1% | $6,401-58.7% |
| Admin fee / account holder | $115 | $7,492-98.5% | $6,412-98.2% | $11,429-99.0% |