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 | $43,357 | $53,596-19.1% | $90,657-52.2% | $64,173-32.4% |
| Participation rate | 36.0% | 64.5%-28.5pp | 74.0%-38.0pp | 69.6%-33.6pp |
| Annual return | -6.67% | 4.41%-11.1pp | 1.89%-8.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $425 | $1,503-71.7% | $2,532-83.2% | $2,381-82.1% |
| Participant deferral / active EE | $965 | $2,459-60.7% | $3,424-71.8% | $3,470-72.2% |
| Admin fee / account holder | $12 | $3,868-99.7% | $4,994-99.8% | $4,887-99.7% |