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 | $31,605 | $167,362-81.1% | $143,799-78.0% | $134,532-76.5% |
| Participation rate | 55.0% | 84.8%-29.8pp | 80.3%-25.3pp | 81.2%-26.2pp |
| Annual return | -16.49% | 0.47%-17.0pp | -0.04%-16.4pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,188 | $5,620-78.9% | $4,952-76.0% | $4,741-74.9% |
| Participant deferral / active EE | $2,417 | $6,447-62.5% | $5,638-57.1% | $6,401-62.2% |
| Admin fee / account holder | $25 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |