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 | $61,895 | $127,387-51.4% | $115,038-46.2% | $125,389-50.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -1.07% | 31.28%-32.4pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,062 | $5,166-60.1% | $4,608-55.2% | $4,866-57.6% |
| Participant deferral / active EE | $6,233 | $6,423-2.9% | $6,026+3.4% | $5,352+16.5% |
| Admin fee / account holder | -$47 | $9,516-100.5% | $8,175-100.6% | $9,541-100.5% |