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 | $71,142 | $142,392-50.0% | $119,622-40.5% | $134,532-47.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -17.43% | -12.46%-5.0pp | -14.98%-2.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,062 | $5,224-60.5% | $4,232-51.3% | $4,741-56.5% |
| Participant deferral / active EE | $4,092 | $6,467-36.7% | $5,601-26.9% | $6,401-36.1% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |