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 | $33,509 | $167,362-80.0% | $143,799-76.7% | $134,532-75.1% |
| Participation rate | 61.9% | 84.8%-22.9pp | 80.3%-18.4pp | 81.2%-19.3pp |
| Annual return | -16.02% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,501 | $6,447+31.8% | $5,638+50.8% | $6,401+32.8% |
| Admin fee / account holder | $10 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |