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 | $43,173 | $27,632+56.2% | $61,452-29.7% | $68,486-37.0% |
| Participation rate | 23.3% | 39.5%-16.2pp | 52.6%-29.2pp | 67.9%-44.6pp |
| Annual return | -18.93% | -13.24%-5.7pp | 338.96%-357.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $475 | $696-31.8% | $1,160-59.0% | $2,597-81.7% |
| Participant deferral / active EE | $2,178 | $1,264+72.3% | $2,125+2.5% | $4,028-45.9% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |