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 | $44,522 | $92,219-51.7% | $76,766-42.0% | $135,382-67.1% |
| Participation rate | 56.5% | 79.8%-23.2pp | 77.0%-20.4pp | 82.6%-26.1pp |
| Annual return | -6.73% | 5.46%-12.2pp | 2.43%-9.2pp | 519.77%-526.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,860 | $4,508-36.6% | $3,851-25.8% | $5,609-49.0% |
| Admin fee / account holder | $268 | $10,749-97.5% | $6,675-96.0% | $10,829-97.5% |