Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,811 | $167,362-27.8% | $143,799-16.0% | $134,532-10.2% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -18.85% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,379 | $5,620-75.5% | $4,952-72.1% | $4,741-70.9% |
| Participant deferral / active EE | $3,899 | $6,447-39.5% | $5,638-30.9% | $6,401-39.1% |
| Admin fee / account holder | $18 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |