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 | $29,228 | $84,518-65.4% | $67,704-56.8% | $125,389-76.7% |
| Participation rate | 63.6% | 74.8%-11.1pp | 67.5%-3.9pp | 83.2%-19.6pp |
| Annual return | -0.73% | 2.57%-3.3pp | 25.41%-26.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,397 | $3,292-57.6% | $2,559-45.4% | $4,866-71.3% |
| Participant deferral / active EE | $1,433 | $4,430-67.7% | $3,585-60.0% | $5,352-73.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |