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 | $28,740 | $50,947-43.6% | $74,549-61.4% | $64,173-55.2% |
| Participation rate | 65.5% | 61.1%+4.5pp | 69.1%-3.6pp | 69.6%-4.1pp |
| Annual return | -6.59% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,081 | $1,115+86.6% | $1,961+6.1% | $2,381-12.6% |
| Participant deferral / active EE | $4,048 | $2,302+75.9% | $3,108+30.2% | $3,470+16.7% |
| Admin fee / account holder | $24 | $4,221-99.4% | $5,059-99.5% | $4,887-99.5% |