Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,966 | $54,370-61.4% | $82,763-74.7% | $68,490-69.4% |
| Participation rate | 61.5% | 63.9%-2.4pp | 72.6%-11.0pp | 67.9%-6.4pp |
| Annual return | -13.24% | -13.67%+0.4pp | 702.45%-715.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,035 | $2,219-8.3% | $3,008-32.4% | $2,597-21.6% |
| Participant deferral / active EE | $3,360 | $3,247+3.5% | $4,395-23.5% | $4,028-16.6% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |