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 | $66,058 | $64,719+2.1% | $112,249-41.2% | $68,486-3.5% |
| Participation rate | 56.3% | 67.2%-10.9pp | 75.1%-18.8pp | 67.9%-11.6pp |
| Annual return | -18.58% | -11.40%-7.2pp | 27.48%-46.1pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,830 | $2,747+3.0% | $3,636-22.2% | $2,597+9.0% |
| Participant deferral / active EE | $5,444 | $3,565+52.7% | $4,729+15.1% | $4,028+35.2% |
| Admin fee / account holder | $64 | $5,232-98.8% | $6,412-99.0% | $5,404-98.8% |