Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,487 | $100,805-48.9% | $86,698-40.6% | $134,532-61.7% |
| Participation rate | 41.2% | 79.0%-37.8pp | 76.6%-35.4pp | 81.2%-40.1pp |
| Annual return | -19.43% | 29.09%-48.5pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,805 | $3,490-48.3% | $2,837-36.4% | $4,741-61.9% |
| Participant deferral / active EE | $2,186 | $5,339-59.1% | $4,656-53.0% | $6,401-65.8% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |