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 | $62,848 | $107,030-41.3% | $73,550-14.6% | $147,586-57.4% |
| Participation rate | 11.8% | 66.4%-54.6pp | 54.9%-43.2pp | 82.8%-71.1pp |
| Annual return | 1.00% | 38.25%-37.2pp | -15.16%+16.2pp | 578.59%-577.6pp |
| Employer contribution / active EE | $294 | $1,760-83.3% | $1,219-75.9% | $4,876-94.0% |
| Participant deferral / active EE | $2,118 | $2,458-13.9% | $1,804+17.4% | $5,439-61.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |