Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,445 | $167,353-73.4% | $143,797-69.1% | $134,545-67.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.27% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,706 | $5,620-69.6% | $4,952-65.5% | $4,742-64.0% |
| Participant deferral / active EE | $3,276 | $6,447-49.2% | $5,638-41.9% | $6,401-48.8% |
| Admin fee / account holder | $148 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |