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 | $36,819 | $56,199-34.5% | $67,652-45.6% | $59,632-38.3% |
| Participation rate | 68.3% | 71.5%-3.2pp | 75.7%-7.4pp | 68.7%-0.4pp |
| Annual return | -2.05% | 18505.31%-18507.4pp | 6625.04%-6627.1pp | 2041.32%-2043.4pp |
| Employer contribution / active EE | $1,179 | $1,614-27.0% | $2,266-48.0% | $2,203-46.5% |
| Participant deferral / active EE | $3,939 | $2,844+38.5% | $3,560+10.6% | $3,192+23.4% |
| Admin fee / account holder | $285 | $3,958-92.8% | $4,821-94.1% | $4,297-93.4% |