Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,051 | $27,639-38.3% | $61,501-72.3% | $68,490-75.1% |
| Participation rate | 36.2% | 39.5%-3.3pp | 52.6%-16.4pp | 67.9%-31.7pp |
| Annual return | -20.19% | -13.19%-7.0pp | 339.04%-359.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $602 | $696-13.5% | $1,160-48.1% | $2,597-76.8% |
| Participant deferral / active EE | $1,836 | $1,264+45.3% | $2,125-13.6% | $4,028-54.4% |
| Admin fee / account holder | $2 | $2,012-99.9% | $2,132-99.9% | $5,403-100.0% |