Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,874 | $45,872+26.2% | $77,096-24.9% | $68,486-15.5% |
| Participation rate | 26.8% | 55.9%-29.1pp | 67.9%-41.1pp | 67.9%-41.1pp |
| Annual return | -17.34% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $601 | $1,650-63.6% | $2,814-78.7% | $2,597-76.9% |
| Participant deferral / active EE | $1,732 | $2,963-41.5% | $4,429-60.9% | $4,028-57.0% |
| Admin fee / account holder | $28 | $3,041-99.1% | $5,428-99.5% | $5,404-99.5% |