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 | $39,185 | $107,809-63.7% | $90,657-56.8% | $135,379-71.1% |
| Participation rate | 35.3% | 78.0%-42.7pp | 74.0%-38.7pp | 82.6%-47.3pp |
| Annual return | -5.81% | -0.90%-4.9pp | 1.89%-7.7pp | 519.79%-525.6pp |
| Employer contribution / active EE | $676 | $3,018-77.6% | $2,532-73.3% | $4,779-85.9% |
| Participant deferral / active EE | $2,019 | $3,872-47.9% | $3,424-41.0% | $5,609-64.0% |
| Admin fee / account holder | $31 | $5,931-99.5% | $4,994-99.4% | $10,828-99.7% |