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 | $197,116 | $73,863+166.9% | $143,797+37.1% | $68,490+187.8% |
| Participation rate | 56.3% | 66.7%-10.4pp | 80.3%-24.1pp | 67.9%-11.6pp |
| Annual return | -17.07% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,730 | $3,185-45.7% | $4,952-65.1% | $2,597-33.4% |
| Participant deferral / active EE | $2,319 | $3,385-31.5% | $5,638-58.9% | $4,028-42.4% |
| Admin fee / account holder | $84 | $5,756-98.5% | $14,679-99.4% | $5,403-98.4% |