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 | $24,893 | $113,941-78.2% | $94,228-73.6% | $125,388-80.1% |
| Participation rate | 44.4% | 82.9%-38.4pp | 78.8%-34.3pp | 83.2%-38.7pp |
| Annual return | -1.37% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $816 | $4,727-82.7% | $3,587-77.3% | $4,866-83.2% |
| Participant deferral / active EE | $1,507 | $5,179-70.9% | $4,320-65.1% | $5,352-71.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |