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 | $32,086 | $97,732-67.2% | $83,831-61.7% | $135,380-76.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -1.34% | 1287.56%-1288.9pp | 850.99%-852.3pp | 519.81%-521.1pp |
| Employer contribution / active EE | $2,338 | $4,222-44.6% | $3,631-35.6% | $4,779-51.1% |
| Participant deferral / active EE | $5,421 | $4,683+15.8% | $4,082+32.8% | $5,609-3.4% |
| Admin fee / account holder | $16 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |