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 | $69,540 | $54,726+27.1% | $68,793+1.1% | $64,181+8.3% |
| Participation rate | 48.8% | 68.0%-19.2pp | 72.2%-23.4pp | 69.6%-20.7pp |
| Annual return | -5.42% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,396 | $2,626-46.8% | $3,311-57.8% | $3,470-59.8% |
| Admin fee / account holder | $42 | $4,027-99.0% | $5,131-99.2% | $4,887-99.1% |