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 | $19,855 | $95,188-79.1% | $76,518-74.1% | $135,380-85.3% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -8.58% | 4.85%-13.4pp | -0.27%-8.3pp | 519.81%-528.4pp |
| Employer contribution / active EE | $567 | $3,303-82.8% | $2,647-78.6% | $4,779-88.1% |
| Participant deferral / active EE | $4,114 | $4,640-11.3% | $3,836+7.3% | $5,609-26.7% |
| Admin fee / account holder | $230 | $6,249-96.3% | $4,849-95.3% | $10,828-97.9% |