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 | $101,856 | $45,872+122.0% | $77,100+32.1% | $68,490+48.7% |
| Participation rate | 31.0% | 55.9%-25.0pp | 67.9%-37.0pp | 67.9%-36.9pp |
| Annual return | -19.82% | 1.73%-21.5pp | 42.35%-62.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,062 | $1,650-35.6% | $2,815-62.3% | $2,597-59.1% |
| Participant deferral / active EE | $2,422 | $2,963-18.2% | $4,430-45.3% | $4,028-39.9% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |