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 | $56,187 | $81,870-31.4% | $119,634-53.0% | $68,490-18.0% |
| Participation rate | 36.8% | 71.9%-35.1pp | 79.3%-42.4pp | 67.9%-31.1pp |
| Annual return | -18.70% | -23.82%+5.1pp | -14.98%-3.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,342 | $2,692-50.1% | $4,232-68.3% | $2,597-48.3% |
| Participant deferral / active EE | $3,493 | $4,148-15.8% | $5,601-37.6% | $4,028-13.3% |
| Admin fee / account holder | $6 | $6,583-99.9% | $10,329-99.9% | $5,403-99.9% |