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 | $107,831 | $167,352-35.6% | $143,788-25.0% | $134,509-19.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -15.89% | 0.47%-16.4pp | -0.03%-15.9pp | 418.13%-434.0pp |
| Employer contribution / active EE | $2,616 | $5,620-53.4% | $4,952-47.2% | $4,741-44.8% |
| Participant deferral / active EE | $5,413 | $6,447-16.0% | $5,638-4.0% | $6,400-15.4% |
| Admin fee / account holder | $270 | $18,091-98.5% | $14,675-98.2% | $11,427-97.6% |