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 | $44,674 | $45,872-2.6% | $77,100-42.1% | $68,490-34.8% |
| Participation rate | 40.7% | 55.9%-15.2pp | 67.9%-27.2pp | 67.9%-27.2pp |
| Annual return | -18.65% | 1.73%-20.4pp | 42.35%-61.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $721 | $1,650-56.3% | $2,815-74.4% | $2,597-72.2% |
| Participant deferral / active EE | $2,733 | $2,963-7.8% | $4,430-38.3% | $4,028-32.1% |
| Admin fee / account holder | $83 | $3,041-97.3% | $5,443-98.5% | $5,403-98.5% |