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 | $30,997 | $152,597-79.7% | $117,533-73.6% | $134,532-77.0% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -15.53% | 53.04%-68.6pp | 29.77%-45.3pp | 418.27%-433.8pp |
| Employer contribution / active EE | $2,003 | $5,576-64.1% | $4,179-52.1% | $4,741-57.8% |
| Participant deferral / active EE | $2,168 | $4,821-55.0% | $4,072-46.8% | $6,401-66.1% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |