Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $73,984 | $64,729+14.3% | $112,263-34.1% | $68,490+8.0% |
| Participation rate | 57.4% | 67.2%-9.7pp | 75.1%-17.6pp | 67.9%-10.4pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.49%-45.0pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,176 | $2,746-57.2% | $3,636-67.7% | $2,597-54.7% |
| Participant deferral / active EE | $2,796 | $3,566-21.6% | $4,729-40.9% | $4,028-30.6% |
| Admin fee / account holder | $100 | $5,222-98.1% | $6,410-98.4% | $5,403-98.1% |