Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,700 | $167,522-80.5% | $151,639-78.4% | $134,532-75.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -18.90% | 7.81%-26.7pp | 3.34%-22.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,678 | $6,828-75.4% | $6,165-72.8% | $4,741-64.6% |
| Participant deferral / active EE | $10,620 | $8,986+18.2% | $8,363+27.0% | $6,401+65.9% |
| Admin fee / account holder | $19 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |