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 | $49,981 | $49,177+1.6% | $79,476-37.1% | $64,181-22.1% |
| Participation rate | 15.1% | 65.0%-50.0pp | 73.3%-58.3pp | 69.6%-54.5pp |
| Annual return | -6.81% | -1.16%-5.7pp | 718.21%-725.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $238 | $2,076-88.5% | $2,800-91.5% | $2,381-90.0% |
| Participant deferral / active EE | $892 | $2,821-68.4% | $3,704-75.9% | $3,470-74.3% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,887-100.0% |