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 | $89,923 | $53,546+67.9% | $69,884+28.7% | $68,486+31.3% |
| Participation rate | 32.1% | 64.5%-32.4pp | 70.5%-38.3pp | 67.9%-35.8pp |
| Annual return | -5.74% | -13.87%+8.1pp | 190.81%-196.6pp | -7.85%+2.1pp |
| Employer contribution / active EE | $957 | $2,019-52.6% | $2,560-62.6% | $2,597-63.1% |
| Participant deferral / active EE | $2,170 | $2,957-26.6% | $3,848-43.6% | $4,028-46.1% |
| Admin fee / account holder | $257 | $4,693-94.5% | $6,266-95.9% | $5,404-95.2% |