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 | $120,007 | $158,852-24.5% | $121,220-1.0% | $135,380-11.4% |
| Participation rate | 18.8% | 79.3%-60.6pp | 71.8%-53.0pp | 82.6%-63.9pp |
| Annual return | -8.36% | -0.64%-7.7pp | 16.94%-25.3pp | 519.81%-528.2pp |
| Employer contribution / active EE | $278 | $5,666-95.1% | $4,023-93.1% | $4,779-94.2% |
| Participant deferral / active EE | $324 | $4,006-91.9% | $3,345-90.3% | $5,609-94.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |