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 | $81,496 | $211,946-61.5% | $169,452-51.9% | $135,380-39.8% |
| Participation rate | 63.2% | 82.6%-19.5pp | 77.8%-14.6pp | 82.6%-19.5pp |
| Annual return | -6.21% | 3.26%-9.5pp | 1.83%-8.0pp | 519.81%-526.0pp |
| Employer contribution / active EE | $555 | $5,117-89.1% | $4,157-86.6% | $4,779-88.4% |
| Participant deferral / active EE | $3,237 | $6,075-46.7% | $5,277-38.7% | $5,609-42.3% |
| Admin fee / account holder | $266 | $11,472-97.7% | $9,110-97.1% | $10,828-97.5% |