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 | $143,796 | $50,947+182.2% | $74,551+92.9% | $64,173+124.1% |
| Participation rate | 58.3% | 61.1%-2.7pp | 69.1%-10.8pp | 69.6%-11.2pp |
| Annual return | -5.45% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $761 | $1,115-31.8% | $1,961-61.2% | $2,381-68.0% |
| Participant deferral / active EE | $3,033 | $2,302+31.8% | $3,108-2.4% | $3,470-12.6% |
| Admin fee / account holder | $231 | $4,221-94.5% | $5,059-95.4% | $4,887-95.3% |