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 | $65,348 | $158,852-58.9% | $121,220-46.1% | $135,380-51.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -6.02% | -0.64%-5.4pp | 16.94%-23.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,090 | $5,666-80.8% | $4,023-72.9% | $4,779-77.2% |
| Participant deferral / active EE | $2,119 | $4,006-47.1% | $3,345-36.7% | $5,609-62.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |