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 | $82,547 | $158,827-48.0% | $121,208-31.9% | $135,382-39.0% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | -6.71% | -0.64%-6.1pp | 16.93%-23.6pp | 519.77%-526.5pp |
| Employer contribution / active EE | $1,576 | $5,666-72.2% | $4,023-60.8% | $4,779-67.0% |
| Participant deferral / active EE | $3,303 | $4,006-17.5% | $3,345-1.3% | $5,609-41.1% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |